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 | $151,545 | $152,587-0.7% | $125,175+21.1% | $152,861-0.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.48% | 54.84%-30.4pp | 43.79%-19.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,783 | $4,946-3.3% | $3,865+23.7% | $4,762+0.4% |
| Participant deferral / active EE | $7,076 | $5,868+20.6% | $4,937+43.3% | $5,850+21.0% |
| Admin fee / account holder | $619 | $13,434-95.4% | $9,702-93.6% | $11,596-94.7% |