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 | $143,466 | $179,726-20.2% | $156,263-8.2% | $142,382+0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.57% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $13,889 | $5,069+174.0% | $4,333+220.5% | $4,299+223.1% |
| Participant deferral / active EE | $10,796 | $6,956+55.2% | $6,158+75.3% | $6,507+65.9% |
| Admin fee / account holder | $11,682 | $17,272-32.4% | $14,255-18.0% | $12,624-7.5% |