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 | $149,858 | $165,984-9.7% | $164,813-9.1% | $145,922+2.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.89% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,156 | $5,273-2.2% | $4,341+18.8% | $4,660+10.7% |
| Participant deferral / active EE | $10,816 | $6,959+55.4% | $6,031+79.3% | $6,688+61.7% |
| Admin fee / account holder | $1,582 | $16,648-90.5% | $12,690-87.5% | $13,397-88.2% |