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 | $156,221 | $175,202-10.8% | $149,673+4.4% | $139,434+12.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.79% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $9,988 | $5,474+82.4% | $4,818+107.3% | $4,751+110.2% |
| Participant deferral / active EE | $9,429 | $6,519+44.6% | $5,680+66.0% | $6,710+40.5% |
| Admin fee / account holder | $1,107 | $16,150-93.1% | $13,210-91.6% | $11,403-90.3% |