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 | $149,717 | $124,281+20.5% | $109,143+37.2% | $167,490-10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.73% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,627 | $4,207-13.8% | $3,722-2.5% | $4,837-25.0% |
| Participant deferral / active EE | $7,981 | $5,255+51.9% | $4,653+71.5% | $6,341+25.9% |
| Admin fee / account holder | $9,092 | $7,970+14.1% | $6,752+34.7% | $12,309-26.1% |