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 | $161,736 | $159,602+1.3% | $150,045+7.8% | $142,382+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.64% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,750 | $4,961+36.1% | $4,693+43.8% | $4,299+57.0% |
| Participant deferral / active EE | $12,864 | $8,310+54.8% | $7,997+60.9% | $6,507+97.7% |
| Admin fee / account holder | $9,235 | $14,846-37.8% | $13,435-31.3% | $12,624-26.8% |