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 | $151,694 | $165,335-8.3% | $149,696+1.3% | $158,922-4.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.71% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $13,247 | $5,103+159.6% | $4,644+185.2% | $4,761+178.2% |
| Participant deferral / active EE | $8,777 | $7,181+22.2% | $6,842+28.3% | $5,982+46.7% |
| Admin fee / account holder | $595 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |