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 | $152,198 | $175,202-13.1% | $149,673+1.7% | $139,434+9.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,961 | $5,474-27.6% | $4,818-17.8% | $4,751-16.6% |
| Participant deferral / active EE | $11,856 | $6,519+81.9% | $5,680+108.7% | $6,710+76.7% |
| Admin fee / account holder | $9,601 | $16,150-40.6% | $13,210-27.3% | $11,403-15.8% |