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 | $151,299 | $154,117-1.8% | $129,995+16.4% | $139,434+8.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.78% | 32.48%-15.7pp | -137.18%+154.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,906 | $5,289-7.2% | $4,320+13.6% | $4,751+3.3% |
| Participant deferral / active EE | $9,392 | $6,710+40.0% | $5,820+61.4% | $6,710+40.0% |
| Admin fee / account holder | $26,258 | $14,007+87.5% | $10,614+147.4% | $11,403+130.3% |