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 | $151,661 | $112,096+35.3% | $95,952+58.1% | $158,922-4.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.12% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,016 | $3,198-37.0% | $2,541-20.7% | $4,761-57.7% |
| Participant deferral / active EE | $7,975 | $4,784+66.7% | $4,167+91.4% | $5,982+33.3% |
| Admin fee / account holder | $511 | $10,130-95.0% | $6,795-92.5% | $11,246-95.5% |