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 | $168,801 | $217,402-22.4% | $185,823-9.2% | $167,490+0.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.24% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $5,215 | $5,873-11.2% | $5,167+0.9% | $4,837+7.8% |
| Participant deferral / active EE | $8,551 | $6,356+34.5% | $5,568+53.6% | $6,341+34.8% |
| Admin fee / account holder | $1,789 | $19,811-91.0% | $16,237-89.0% | $12,309-85.5% |