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 | $152,560 | $159,901-4.6% | $146,958+3.8% | $145,922+4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,226 | $5,286-76.8% | $4,933-75.1% | $4,660-73.7% |
| Participant deferral / active EE | $4,935 | $8,428-41.5% | $8,070-38.9% | $6,688-26.2% |
| Admin fee / account holder | $2,818 | $15,044-81.3% | $12,998-78.3% | $13,397-79.0% |