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 | $152,201 | $148,534+2.5% | $135,903+12.0% | $139,434+9.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.37% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,728 | $5,243-48.0% | $4,856-43.8% | $4,751-42.6% |
| Participant deferral / active EE | $10,879 | $8,100+34.3% | $7,758+40.2% | $6,710+62.1% |
| Admin fee / account holder | $39,703 | $12,400+220.2% | $10,762+268.9% | $11,403+248.2% |