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 | $164,043 | $177,572-7.6% | $154,803+6.0% | $142,382+15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $11,452 | $4,810+138.1% | $4,305+166.0% | $4,299+166.4% |
| Participant deferral / active EE | $9,208 | $6,272+46.8% | $5,540+66.2% | $6,507+41.5% |
| Admin fee / account holder | $1,063 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |