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 | $159,138 | $197,591-19.5% | $177,821-10.5% | $158,922+0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.46% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $13,320 | $6,697+98.9% | $5,918+125.1% | $4,761+179.8% |
| Participant deferral / active EE | $12,248 | $8,405+45.7% | $7,714+58.8% | $5,982+104.7% |
| Admin fee / account holder | $312 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |