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 | $166,184 | $159,901+3.9% | $146,958+13.1% | $145,922+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,901 | $5,286-45.1% | $4,933-41.2% | $4,660-37.7% |
| Participant deferral / active EE | $9,241 | $8,428+9.6% | $8,070+14.5% | $6,688+38.2% |
| Admin fee / account holder | $1,888 | $15,044-87.5% | $12,998-85.5% | $13,397-85.9% |