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 | $153,211 | $165,335-7.3% | $149,696+2.3% | $158,922-3.6% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.47% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,437 | $5,103-13.1% | $4,644-4.5% | $4,761-6.8% |
| Participant deferral / active EE | $15,286 | $7,181+112.9% | $6,842+123.4% | $5,982+155.5% |
| Admin fee / account holder | $38,516 | $10,807+256.4% | $9,309+313.8% | $11,246+242.5% |