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 | $151,054 | $124,319+21.5% | $111,297+35.7% | $167,490-9.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.79% | 37.44%-22.6pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,191 | $3,435+22.0% | $2,731+53.5% | $4,837-13.4% |
| Participant deferral / active EE | $4,559 | $5,180-12.0% | $4,487+1.6% | $6,341-28.1% |
| Admin fee / account holder | $35,931 | $10,618+238.4% | $7,964+351.2% | $12,309+191.9% |