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 | $146,176 | $73,933+97.7% | $96,683+51.2% | $75,163+94.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.19% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $5,600 | $2,928+91.3% | $3,737+49.9% | $2,670+109.7% |
| Participant deferral / active EE | $14,030 | $3,659+283.5% | $4,878+187.6% | $4,125+240.1% |
| Admin fee / account holder | $4,575 | $5,216-12.3% | $6,730-32.0% | $5,651-19.0% |