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 | $152,368 | $176,812-13.8% | $146,665+3.9% | $167,490-9.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.73% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,444 | $5,160-13.9% | $4,136+7.4% | $4,837-8.1% |
| Participant deferral / active EE | $12,349 | $6,440+91.8% | $5,506+124.3% | $6,341+94.7% |
| Admin fee / account holder | $1,966 | $13,259-85.2% | $10,280-80.9% | $12,309-84.0% |