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 | $155,950 | $159,602-2.3% | $150,045+3.9% | $142,382+9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.94% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $17,772 | $4,961+258.3% | $4,693+278.7% | $4,299+313.4% |
| Participant deferral / active EE | $13,326 | $8,310+60.4% | $7,997+66.6% | $6,507+104.8% |
| Admin fee / account holder | $14,754 | $14,846-0.6% | $13,435+9.8% | $12,624+16.9% |