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 | $155,615 | $176,056-11.6% | $159,436-2.4% | $167,490-7.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $5,108 | $5,297-3.6% | $4,829+5.8% | $4,837+5.6% |
| Participant deferral / active EE | $5,721 | $7,750-26.2% | $7,352-22.2% | $6,341-9.8% |
| Admin fee / account holder | $1,164 | $12,554-90.7% | $10,799-89.2% | $12,309-90.5% |