See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,258 | $159,602-0.8% | $150,045+5.5% | $142,382+11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 59.53% | 70.24%-10.7pp | 62.55%-3.0pp | 217.08%-157.5pp |
| Employer contribution / active EE | $11,423 | $4,961+130.3% | $4,693+143.4% | $4,299+165.7% |
| Participant deferral / active EE | $17,517 | $8,310+110.8% | $7,997+119.0% | $6,507+169.2% |
| Admin fee / account holder | $4,651 | $14,846-68.7% | $13,435-65.4% | $12,624-63.2% |