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 | $157,289 | $177,572-11.4% | $154,803+1.6% | $142,382+10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.04% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,939 | $4,810+65.0% | $4,305+84.4% | $4,299+84.7% |
| Participant deferral / active EE | $18,544 | $6,272+195.7% | $5,540+234.7% | $6,507+185.0% |
| Admin fee / account holder | $1,087 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |