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 | $141,397 | $175,202-19.3% | $149,673-5.5% | $139,434+1.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.52% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,952 | $5,474+8.7% | $4,818+23.5% | $4,751+25.3% |
| Participant deferral / active EE | $6,903 | $6,519+5.9% | $5,680+21.5% | $6,710+2.9% |
| Admin fee / account holder | $1,213 | $16,150-92.5% | $13,210-90.8% | $11,403-89.4% |