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 | $160,461 | $175,202-8.4% | $149,673+7.2% | $139,434+15.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.35% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $10,427 | $5,474+90.5% | $4,818+116.4% | $4,751+119.5% |
| Participant deferral / active EE | $10,296 | $6,519+57.9% | $5,680+81.3% | $6,710+53.4% |
| Admin fee / account holder | $6,006 | $16,150-62.8% | $13,210-54.5% | $11,403-47.3% |