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 | $146,092 | $175,202-16.6% | $149,673-2.4% | $139,434+4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.11% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $8,083 | $5,474+47.7% | $4,818+67.8% | $4,751+70.1% |
| Participant deferral / active EE | $3,387 | $6,519-48.0% | $5,680-40.4% | $6,710-49.5% |
| Admin fee / account holder | $4,676 | $16,150-71.0% | $13,210-64.6% | $11,403-59.0% |