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 | $162,263 | $165,912-2.2% | $122,332+32.6% | $147,584+9.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.31% | 34.55%-24.2pp | 30.27%-20.0pp | 578.55%-568.2pp |
| Employer contribution / active EE | $13,999 | $5,754+143.3% | $4,050+245.6% | $4,876+187.1% |
| Participant deferral / active EE | $4,308 | $4,005+7.6% | $3,287+31.1% | $5,439-20.8% |
| Admin fee / account holder | $18,038 | $7,424+143.0% | $5,478+229.3% | $10,885+65.7% |