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 | $174,255 | $176,056-1.0% | $159,436+9.3% | $167,490+4.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.86% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,013 | $5,297-43.1% | $4,829-37.6% | $4,837-37.7% |
| Participant deferral / active EE | $5,808 | $7,750-25.1% | $7,352-21.0% | $6,341-8.4% |
| Admin fee / account holder | $682 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |