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 | $157,115 | $198,466-20.8% | $170,442-7.8% | $147,584+6.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.51% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,146 | $6,184-49.1% | $5,433-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $4,515 | $5,629-19.8% | $4,939-8.6% | $5,439-17.0% |
| Admin fee / account holder | $455 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |