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 | $154,900 | $176,056-12.0% | $159,436-2.8% | $167,490-7.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.41% | 331.75%-321.3pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $4,265 | $5,297-19.5% | $4,829-11.7% | $4,837-11.8% |
| Participant deferral / active EE | $7,393 | $7,750-4.6% | $7,352+0.6% | $6,341+16.6% |
| Admin fee / account holder | $17,338 | $12,554+38.1% | $10,799+60.6% | $12,309+40.9% |