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 | $160,340 | $158,398+1.2% | $126,539+26.7% | $142,382+12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.79% | 593.76%-581.0pp | 425.95%-413.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,688 | $4,650-20.7% | $3,674+0.4% | $4,299-14.2% |
| Participant deferral / active EE | $5,095 | $4,767+6.9% | $4,083+24.8% | $6,507-21.7% |
| Admin fee / account holder | $2,560 | $6,918-63.0% | $6,065-57.8% | $12,624-79.7% |