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 | $142,601 | $102,828+38.7% | $105,387+35.3% | $152,861-6.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.77% | 20.85%-2.1pp | 26.82%-8.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $17,187 | $4,473+284.3% | $4,213+307.9% | $4,762+260.9% |
| Participant deferral / active EE | $6,093 | $5,465+11.5% | $5,502+10.7% | $5,850+4.2% |
| Admin fee / account holder | $6,779 | $8,683-21.9% | $6,559+3.4% | $11,596-41.5% |