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 | $151,385 | $159,901-5.3% | $146,958+3.0% | $145,922+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,457 | $5,286-34.6% | $4,933-29.9% | $4,660-25.8% |
| Participant deferral / active EE | $5,505 | $8,428-34.7% | $8,070-31.8% | $6,688-17.7% |
| Admin fee / account holder | $131,991 | $15,044+777.4% | $12,998+915.5% | $13,397+885.2% |