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 | $161,744 | $176,056-8.1% | $159,436+1.4% | $167,490-3.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $9,285 | $5,297+75.3% | $4,829+92.3% | $4,837+91.9% |
| Participant deferral / active EE | $18,979 | $7,750+144.9% | $7,352+158.1% | $6,341+199.3% |
| Admin fee / account holder | $8,697 | $12,554-30.7% | $10,799-19.5% | $12,309-29.3% |