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 | $159,460 | $183,519-13.1% | $155,509+2.5% | $145,922+9.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $15,881 | $5,313+198.9% | $4,672+239.9% | $4,660+240.8% |
| Participant deferral / active EE | $10,821 | $6,462+67.4% | $5,626+92.3% | $6,688+61.8% |
| Admin fee / account holder | $5,302 | $19,313-72.5% | $15,912-66.7% | $13,397-60.4% |