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 | $150,613 | $152,587-1.3% | $125,175+20.3% | $152,861-1.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.71% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,051 | $4,946-18.1% | $3,865+4.8% | $4,762-14.9% |
| Participant deferral / active EE | $5,505 | $5,868-6.2% | $4,937+11.5% | $5,850-5.9% |
| Admin fee / account holder | $1,860 | $13,434-86.2% | $9,702-80.8% | $11,596-84.0% |