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 | $157,008 | $159,602-1.6% | $150,045+4.6% | $142,382+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.93% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $8,400 | $4,961+69.3% | $4,693+79.0% | $4,299+95.4% |
| Participant deferral / active EE | $22,000 | $8,310+164.7% | $7,997+175.1% | $6,507+238.1% |
| Admin fee / account holder | $1,604 | $14,846-89.2% | $13,435-88.1% | $12,624-87.3% |