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 | $148,253 | $198,466-25.3% | $170,442-13.0% | $147,584+0.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.87% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $7,571 | $6,184+22.4% | $5,433+39.4% | $4,876+55.3% |
| Participant deferral / active EE | $6,919 | $5,629+22.9% | $4,939+40.1% | $5,439+27.2% |
| Admin fee / account holder | $1,448 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |