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 | $153,854 | $159,901-3.8% | $146,958+4.7% | $145,922+5.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 14.51% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,192 | $5,286+17.1% | $4,933+25.5% | $4,660+32.9% |
| Participant deferral / active EE | $16,279 | $8,428+93.2% | $8,070+101.7% | $6,688+143.4% |
| Admin fee / account holder | $57,329 | $15,044+281.1% | $12,998+341.1% | $13,397+327.9% |