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 9-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 | $148,970 | $177,572-16.1% | $154,803-3.8% | $142,382+4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.88% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $7,120 | $4,810+48.0% | $4,305+65.4% | $4,299+65.6% |
| Participant deferral / active EE | $6,378 | $6,272+1.7% | $5,540+15.1% | $6,507-2.0% |
| Admin fee / account holder | $3,964 | $16,786-76.4% | $14,329-72.3% | $12,624-68.6% |