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 | $157,149 | $127,065+23.7% | $113,168+38.9% | $142,382+10.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 30.40% | 24.03%+6.4pp | 24.27%+6.1pp | 217.08%-186.7pp |
| Employer contribution / active EE | $3,523 | $3,442+2.3% | $2,975+18.4% | $4,299-18.1% |
| Participant deferral / active EE | $8,713 | $5,716+52.4% | $5,107+70.6% | $6,507+33.9% |
| Admin fee / account holder | $2,188 | $15,736-86.1% | $12,068-81.9% | $12,624-82.7% |