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 | $165,430 | $165,335+0.1% | $149,696+10.5% | $158,922+4.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.41% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,572 | $5,103-49.6% | $4,644-44.6% | $4,761-46.0% |
| Participant deferral / active EE | $7,028 | $7,181-2.1% | $6,842+2.7% | $5,982+17.5% |
| Admin fee / account holder | $3,409 | $10,807-68.4% | $9,309-63.4% | $11,246-69.7% |