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 | $164,782 | $217,402-24.2% | $185,823-11.3% | $167,490-1.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.14% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $9,618 | $5,873+63.8% | $5,167+86.1% | $4,837+98.8% |
| Participant deferral / active EE | $5,503 | $6,356-13.4% | $5,568-1.2% | $6,341-13.2% |
| Admin fee / account holder | $13,963 | $19,811-29.5% | $16,237-14.0% | $12,309+13.4% |