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 | $153,753 | $116,175+32.3% | $93,606+64.3% | $152,861+0.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.70% | 35.96%-10.3pp | 32.76%-7.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,039 | $3,218-5.6% | $2,718+11.8% | $4,762-36.2% |
| Participant deferral / active EE | $1,768 | $4,603-61.6% | $4,069-56.5% | $5,850-69.8% |
| Admin fee / account holder | $2,122 | $10,748-80.3% | $7,888-73.1% | $11,596-81.7% |