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 | $151,309 | $133,922+13.0% | $116,228+30.2% | $142,382+6.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.80% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $984 | $3,446-71.4% | $2,994-67.1% | $4,299-77.1% |
| Participant deferral / active EE | $4,159 | $5,672-26.7% | $4,953-16.0% | $6,507-36.1% |
| Admin fee / account holder | $17,171 | $14,945+14.9% | $11,989+43.2% | $12,624+36.0% |