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 | $151,526 | $159,901-5.2% | $146,958+3.1% | $145,922+3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $10,122 | $5,286+91.5% | $4,933+105.2% | $4,660+117.2% |
| Participant deferral / active EE | $21,078 | $8,428+150.1% | $8,070+161.2% | $6,688+215.2% |
| Admin fee / account holder | $6,138 | $15,044-59.2% | $12,998-52.8% | $13,397-54.2% |