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 | $144,756 | $159,602-9.3% | $150,045-3.5% | $142,382+1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 41.89% | 70.24%-28.4pp | 62.55%-20.7pp | 217.08%-175.2pp |
| Employer contribution / active EE | $16,137 | $4,961+225.3% | $4,693+243.8% | $4,299+275.3% |
| Participant deferral / active EE | $11,522 | $8,310+38.6% | $7,997+44.1% | $6,507+77.1% |
| Admin fee / account holder | $18,513 | $14,846+24.7% | $13,435+37.8% | $12,624+46.6% |