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 | $143,611 | $202,432-29.1% | $169,368-15.2% | $139,434+3.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.37% | 531.74%-519.4pp | 405.60%-393.2pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,449 | $4,692-5.2% | $4,013+10.9% | $4,751-6.4% |
| Participant deferral / active EE | $5,959 | $6,938-14.1% | $6,221-4.2% | $6,710-11.2% |
| Admin fee / account holder | $311 | $10,708-97.1% | $9,003-96.5% | $11,403-97.3% |