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 | $141,317 | $177,572-20.4% | $154,803-8.7% | $142,382-0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.81% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,198 | $4,810+8.0% | $4,305+20.7% | $4,299+20.9% |
| Participant deferral / active EE | $4,733 | $6,272-24.5% | $5,540-14.6% | $6,507-27.3% |
| Admin fee / account holder | $25,368 | $16,786+51.1% | $14,329+77.0% | $12,624+101.0% |