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 | $147,599 | $197,591-25.3% | $177,821-17.0% | $158,922-7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.16% | 58.76%-37.6pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $7,092 | $6,697+5.9% | $5,918+19.8% | $4,761+49.0% |
| Participant deferral / active EE | $11,354 | $8,405+35.1% | $7,714+47.2% | $5,982+89.8% |
| Admin fee / account holder | $356 | $15,399-97.7% | $12,427-97.1% | $11,246-96.8% |