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 | $153,960 | $175,202-12.1% | $149,673+2.9% | $139,434+10.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 25.55% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $10,256 | $5,474+87.3% | $4,818+112.9% | $4,751+115.9% |
| Participant deferral / active EE | $5,409 | $6,519-17.0% | $5,680-4.8% | $6,710-19.4% |
| Admin fee / account holder | $3,737 | $16,150-76.9% | $13,210-71.7% | $11,403-67.2% |