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 | $151,806 | $177,572-14.5% | $154,803-1.9% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $10,948 | $4,810+127.6% | $4,305+154.3% | $4,299+154.7% |
| Participant deferral / active EE | $17,185 | $6,272+174.0% | $5,540+210.2% | $6,507+164.1% |
| Admin fee / account holder | $1,001 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |