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 | $149,346 | $159,901-6.6% | $146,958+1.6% | $145,922+2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.29% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $6,442 | $5,286+21.9% | $4,933+30.6% | $4,660+38.3% |
| Participant deferral / active EE | $6,571 | $8,428-22.0% | $8,070-18.6% | $6,688-1.8% |
| Admin fee / account holder | $13,493 | $15,044-10.3% | $12,998+3.8% | $13,397+0.7% |