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 | $152,563 | $198,466-23.1% | $170,442-10.5% | $147,584+3.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.34% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,980 | $6,184-51.8% | $5,433-45.1% | $4,876-38.9% |
| Participant deferral / active EE | $6,599 | $5,629+17.2% | $4,939+33.6% | $5,439+21.3% |
| Admin fee / account holder | $1,916 | $16,852-88.6% | $13,880-86.2% | $10,885-82.4% |