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 | $158,466 | $162,781-2.7% | $133,956+18.3% | $158,922-0.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.81% | 41.94%-22.1pp | 45.09%-25.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $9,518 | $4,975+91.3% | $3,919+142.9% | $4,761+99.9% |
| Participant deferral / active EE | $5,574 | $5,911-5.7% | $5,048+10.4% | $5,982-6.8% |
| Admin fee / account holder | $5,633 | $11,736-52.0% | $8,927-36.9% | $11,246-49.9% |