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 4-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 | $166,883 | $202,432-17.6% | $169,368-1.5% | $139,434+19.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.94% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,029 | $4,692+7.2% | $4,013+25.3% | $4,751+5.9% |
| Participant deferral / active EE | $8,636 | $6,938+24.5% | $6,221+38.8% | $6,710+28.7% |
| Admin fee / account holder | $3,552 | $10,708-66.8% | $9,003-60.5% | $11,403-68.8% |