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 | $163,125 | $202,432-19.4% | $169,368-3.7% | $139,434+17.0% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 13.18% | 531.74%-518.6pp | 405.60%-392.4pp | 372.94%-359.8pp |
| Employer contribution / active EE | $6,942 | $4,692+47.9% | $4,013+73.0% | $4,751+46.1% |
| Participant deferral / active EE | $7,658 | $6,938+10.4% | $6,221+23.1% | $6,710+14.1% |
| Admin fee / account holder | $65,979 | $10,708+516.2% | $9,003+632.8% | $11,403+478.6% |