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 | $161,105 | $117,841+36.7% | $102,423+57.3% | $145,922+10.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.18% | 31.65%-16.5pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,064 | $3,615-15.2% | $3,023+1.4% | $4,660-34.2% |
| Participant deferral / active EE | $7,609 | $5,731+32.8% | $5,053+50.6% | $6,688+13.8% |
| Admin fee / account holder | $15,648 | $13,326+17.4% | $9,451+65.6% | $13,397+16.8% |