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 | $147,640 | $159,602-7.5% | $150,045-1.6% | $142,382+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.37% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,781 | $4,961+56.8% | $4,693+65.8% | $4,299+81.0% |
| Participant deferral / active EE | $22,138 | $8,310+166.4% | $7,997+176.8% | $6,507+240.2% |
| Admin fee / account holder | $23,570 | $14,846+58.8% | $13,435+75.4% | $12,624+86.7% |