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 | $142,225 | $159,901-11.1% | $146,958-3.2% | $145,922-2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,645 | $5,286-50.0% | $4,933-46.4% | $4,660-43.2% |
| Participant deferral / active EE | $4,712 | $8,428-44.1% | $8,070-41.6% | $6,688-29.5% |
| Admin fee / account holder | $527 | $15,044-96.5% | $12,998-95.9% | $13,397-96.1% |