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 | $152,411 | $154,117-1.1% | $129,995+17.2% | $139,434+9.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,640 | $5,289-12.3% | $4,320+7.4% | $4,751-2.3% |
| Participant deferral / active EE | $8,283 | $6,710+23.4% | $5,820+42.3% | $6,710+23.4% |
| Admin fee / account holder | $15,979 | $14,007+14.1% | $10,614+50.5% | $11,403+40.1% |