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 | $160,559 | $159,901+0.4% | $146,958+9.3% | $145,922+10.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 16.26% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,052 | $5,286-4.4% | $4,933+2.4% | $4,660+8.4% |
| Participant deferral / active EE | $13,855 | $8,428+64.4% | $8,070+71.7% | $6,688+107.2% |
| Admin fee / account holder | $1,166 | $15,044-92.2% | $12,998-91.0% | $13,397-91.3% |