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 | $157,265 | $159,602-1.5% | $150,045+4.8% | $142,382+10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.50% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,185 | $4,961+24.7% | $4,693+31.8% | $4,299+43.9% |
| Participant deferral / active EE | $14,595 | $8,310+75.6% | $7,997+82.5% | $6,507+124.3% |
| Admin fee / account holder | $94,248 | $14,846+534.8% | $13,435+601.5% | $12,624+646.6% |