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 | $157,904 | $180,028-12.3% | $138,135+14.3% | $158,922-0.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.26% | 21.68%-4.4pp | 20.51%-3.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,453 | $7,470-67.2% | $5,587-56.1% | $4,761-48.5% |
| Participant deferral / active EE | $9,661 | $7,717+25.2% | $6,431+50.2% | $5,982+61.5% |
| Admin fee / account holder | $4,718 | $17,912-73.7% | $11,856-60.2% | $11,246-58.0% |