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 | $148,441 | $201,272-26.2% | $184,203-19.4% | $145,922+1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $9,994 | $7,022+42.3% | $6,427+55.5% | $4,660+114.5% |
| Participant deferral / active EE | $10,736 | $9,806+9.5% | $9,131+17.6% | $6,688+60.5% |
| Admin fee / account holder | $7,235 | $16,364-55.8% | $13,901-48.0% | $13,397-46.0% |