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 | $145,265 | $183,519-20.8% | $155,509-6.6% | $145,922-0.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 10.09% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $20,745 | $5,313+290.5% | $4,672+344.0% | $4,660+345.2% |
| Participant deferral / active EE | $4,548 | $6,462-29.6% | $5,626-19.2% | $6,688-32.0% |
| Admin fee / account holder | $3,556 | $19,313-81.6% | $15,912-77.7% | $13,397-73.5% |