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 5-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 | $157,973 | $165,335-4.5% | $149,696+5.5% | $158,922-0.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $13,526 | $5,103+165.1% | $4,644+191.2% | $4,761+184.1% |
| Participant deferral / active EE | $14,098 | $7,181+96.3% | $6,842+106.1% | $5,982+135.7% |
| Admin fee / account holder | $1,113 | $10,807-89.7% | $9,309-88.0% | $11,246-90.1% |