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 | $147,624 | $112,881+30.8% | $90,951+62.3% | $158,922-7.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.05% | 215.79%-198.7pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,498 | $2,893+55.5% | $2,122+112.0% | $4,761-5.5% |
| Participant deferral / active EE | $9,414 | $4,128+128.1% | $3,373+179.1% | $5,982+57.4% |
| Admin fee / account holder | $874 | $8,041-89.1% | $5,959-85.3% | $11,246-92.2% |