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 | $156,270 | $177,572-12.0% | $154,803+0.9% | $142,382+9.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,919 | $4,810+23.0% | $4,305+37.5% | $4,299+37.7% |
| Participant deferral / active EE | $4,691 | $6,272-25.2% | $5,540-15.3% | $6,507-27.9% |
| Admin fee / account holder | $1,717 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |