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 | $143,531 | $148,534-3.4% | $135,903+5.6% | $139,434+2.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.42% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $11,592 | $5,243+121.1% | $4,856+138.7% | $4,751+144.0% |
| Participant deferral / active EE | $6,963 | $8,100-14.0% | $7,758-10.2% | $6,710+3.8% |
| Admin fee / account holder | $14,264 | $12,400+15.0% | $10,762+32.5% | $11,403+25.1% |