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 | $165,099 | $165,335-0.1% | $149,696+10.3% | $158,922+3.9% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 10.72% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $8,918 | $5,103+74.8% | $4,644+92.0% | $4,761+87.3% |
| Participant deferral / active EE | $4,818 | $7,181-32.9% | $6,842-29.6% | $5,982-19.5% |
| Admin fee / account holder | $66,016 | $10,807+510.9% | $9,309+609.2% | $11,246+487.0% |