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 9-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 | $143,168 | $159,602-10.3% | $150,045-4.6% | $142,382+0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $11,577 | $4,961+133.4% | $4,693+146.7% | $4,299+169.3% |
| Participant deferral / active EE | $19,208 | $8,310+131.1% | $7,997+140.2% | $6,507+195.2% |
| Admin fee / account holder | $13,274 | $14,846-10.6% | $13,435-1.2% | $12,624+5.2% |