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 | $146,839 | $165,335-11.2% | $149,696-1.9% | $158,922-7.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.93% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,569 | $5,103-49.6% | $4,644-44.7% | $4,761-46.0% |
| Participant deferral / active EE | $5,277 | $7,181-26.5% | $6,842-22.9% | $5,982-11.8% |
| Admin fee / account holder | $314 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |