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 | $151,472 | $183,519-17.5% | $155,509-2.6% | $145,922+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,456 | $5,313-53.8% | $4,672-47.4% | $4,660-47.3% |
| Participant deferral / active EE | $3,906 | $6,462-39.6% | $5,626-30.6% | $6,688-41.6% |
| Admin fee / account holder | $779 | $19,313-96.0% | $15,912-95.1% | $13,397-94.2% |