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 | $155,135 | $144,119+7.6% | $117,854+31.6% | $147,584+5.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.56% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,818 | $4,896-62.9% | $3,786-52.0% | $4,876-62.7% |
| Participant deferral / active EE | $2,324 | $5,316-56.3% | $4,482-48.2% | $5,439-57.3% |
| Admin fee / account holder | $2,438 | $10,886-77.6% | $8,020-69.6% | $10,885-77.6% |