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 | $165,717 | $179,726-7.8% | $156,263+6.1% | $142,382+16.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.97% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,486 | $5,069-51.0% | $4,333-42.6% | $4,299-42.2% |
| Participant deferral / active EE | $12,913 | $6,956+85.6% | $6,158+109.7% | $6,507+98.4% |
| Admin fee / account holder | $1,679 | $17,272-90.3% | $14,255-88.2% | $12,624-86.7% |