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 | $166,294 | $176,056-5.5% | $159,436+4.3% | $167,490-0.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.52% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,298 | $5,297-56.6% | $4,829-52.4% | $4,837-52.5% |
| Participant deferral / active EE | $16,438 | $7,750+112.1% | $7,352+123.6% | $6,341+159.2% |
| Admin fee / account holder | $662 | $12,554-94.7% | $10,799-93.9% | $12,309-94.6% |