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 | $149,204 | $127,065+17.4% | $113,168+31.8% | $142,382+4.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.75% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,374 | $3,442-31.0% | $2,975-20.2% | $4,299-44.8% |
| Participant deferral / active EE | $10,409 | $5,716+82.1% | $5,107+103.8% | $6,507+60.0% |
| Admin fee / account holder | $9,630 | $15,736-38.8% | $12,068-20.2% | $12,624-23.7% |