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 | $149,626 | $177,572-15.7% | $154,803-3.3% | $142,382+5.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.06% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,249 | $4,810+9.1% | $4,305+21.9% | $4,299+22.1% |
| Participant deferral / active EE | $6,347 | $6,272+1.2% | $5,540+14.6% | $6,507-2.5% |
| Admin fee / account holder | $19,963 | $16,786+18.9% | $14,329+39.3% | $12,624+58.1% |