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 | $157,412 | $165,335-4.8% | $149,696+5.2% | $158,922-1.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.76% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,320 | $5,103-34.9% | $4,644-28.5% | $4,761-30.3% |
| Participant deferral / active EE | $3,529 | $7,181-50.9% | $6,842-48.4% | $5,982-41.0% |
| Admin fee / account holder | $8,250 | $10,807-23.7% | $9,309-11.4% | $11,246-26.6% |