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 | $157,728 | $159,901-1.4% | $146,958+7.3% | $145,922+8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,483 | $5,286-71.9% | $4,933-69.9% | $4,660-68.2% |
| Participant deferral / active EE | $4,728 | $8,428-43.9% | $8,070-41.4% | $6,688-29.3% |
| Admin fee / account holder | $16,118 | $15,044+7.1% | $12,998+24.0% | $13,397+20.3% |