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 | $159,242 | $159,901-0.4% | $146,958+8.4% | $145,922+9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.30% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,094 | $5,286+34.2% | $4,933+43.8% | $4,660+52.3% |
| Participant deferral / active EE | $12,194 | $8,428+44.7% | $8,070+51.1% | $6,688+82.3% |
| Admin fee / account holder | $72,265 | $15,044+380.4% | $12,998+456.0% | $13,397+439.4% |