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 | $158,421 | $183,963-13.9% | $162,163-2.3% | $152,861+3.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.83% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,267 | $6,371-33.0% | $5,614-24.0% | $4,762-10.4% |
| Participant deferral / active EE | $3,066 | $8,034-61.8% | $7,298-58.0% | $5,850-47.6% |
| Admin fee / account holder | $1,963 | $13,121-85.0% | $10,843-81.9% | $11,596-83.1% |