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 | $166,224 | $209,832-20.8% | $189,513-12.3% | $167,490-0.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.84% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,552 | $6,914-63.1% | $6,162-58.6% | $4,837-47.3% |
| Participant deferral / active EE | $8,309 | $8,935-7.0% | $8,221+1.1% | $6,341+31.0% |
| Admin fee / account holder | $1,157 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |