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 7-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 | $153,670 | $177,572-13.5% | $154,803-0.7% | $142,382+7.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.19% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $10,213 | $4,810+112.3% | $4,305+137.2% | $4,299+137.5% |
| Participant deferral / active EE | $7,500 | $6,272+19.6% | $5,540+35.4% | $6,507+15.3% |
| Admin fee / account holder | $4,019 | $16,786-76.1% | $14,329-71.9% | $12,624-68.2% |