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 | $145,961 | $80,717+80.8% | $154,803-5.7% | $84,808+72.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,087 | $2,761+192.9% | $4,305+87.8% | $2,631+207.4% |
| Participant deferral / active EE | $7,098 | $3,303+114.9% | $5,540+28.1% | $4,212+68.5% |
| Admin fee / account holder | $1,491 | $6,746-77.9% | $14,329-89.6% | $7,344-79.7% |