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 | $153,536 | $176,056-12.8% | $159,436-3.7% | $167,490-8.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.62% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $5,825 | $5,297+10.0% | $4,829+20.6% | $4,837+20.4% |
| Participant deferral / active EE | $7,586 | $7,750-2.1% | $7,352+3.2% | $6,341+19.6% |
| Admin fee / account holder | $94,875 | $12,554+655.7% | $10,799+778.6% | $12,309+670.8% |