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 | $166,855 | $155,788+7.1% | $124,672+33.8% | $167,490-0.4% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 16.57% | 17.97%-1.4pp | 5142.93%-5126.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $4,175 | $4,163+0.3% | $3,324+25.6% | $4,837-13.7% |
| Participant deferral / active EE | $10,553 | $5,673+86.0% | $4,614+128.7% | $6,341+66.4% |
| Admin fee / account holder | $727 | $9,531-92.4% | $7,493-90.3% | $12,309-94.1% |