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 | $149,406 | $127,264+17.4% | $109,895+36.0% | $167,490-10.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.32% | 22.97%-4.7pp | 29.45%-11.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $4,831 | $3,322+45.4% | $2,842+70.0% | $4,837-0.1% |
| Participant deferral / active EE | $1,745 | $4,514-61.3% | $4,048-56.9% | $6,341-72.5% |
| Admin fee / account holder | $42,857 | $7,114+502.4% | $6,066+606.5% | $12,309+248.2% |