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 | $170,507 | $176,056-3.2% | $159,436+6.9% | $167,490+1.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.46% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $15,472 | $5,297+192.1% | $4,829+220.4% | $4,837+219.8% |
| Participant deferral / active EE | $14,000 | $7,750+80.6% | $7,352+90.4% | $6,341+120.8% |
| Admin fee / account holder | $1,390 | $12,554-88.9% | $10,799-87.1% | $12,309-88.7% |