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 | $158,385 | $176,056-10.0% | $159,436-0.7% | $167,490-5.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.12% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $10,177 | $5,297+92.1% | $4,829+110.7% | $4,837+110.4% |
| Participant deferral / active EE | $8,270 | $7,750+6.7% | $7,352+12.5% | $6,341+30.4% |
| Admin fee / account holder | $1,614 | $12,554-87.1% | $10,799-85.1% | $12,309-86.9% |