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 | $151,534 | $157,256-3.6% | $141,162+7.3% | $152,861-0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.15% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $8,510 | $5,261+61.8% | $4,735+79.7% | $4,762+78.7% |
| Participant deferral / active EE | $5,222 | $7,109-26.6% | $6,709-22.2% | $5,850-10.7% |
| Admin fee / account holder | $703 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |