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 | $150,168 | $91,190+64.7% | $178,490-15.9% | $79,858+88.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.44% | 24.19%-8.8pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,506 | $3,256-23.0% | $5,011-50.0% | $2,471+1.4% |
| Participant deferral / active EE | $6,600 | $3,236+104.0% | $5,202+26.9% | $3,740+76.5% |
| Admin fee / account holder | $4,777 | $6,751-29.2% | $13,984-65.8% | $5,306-10.0% |