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 | $151,612 | $118,849+27.6% | $96,562+57.0% | $167,490-9.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 28.23% | 50.49%-22.3pp | 37.78%-9.6pp | 478.56%-450.3pp |
| Employer contribution / active EE | $2,412 | $3,120-22.7% | $2,356+2.4% | $4,837-50.1% |
| Participant deferral / active EE | $2,103 | $4,616-54.4% | $3,849-45.4% | $6,341-66.8% |
| Admin fee / account holder | $99,737 | $8,065+1136.7% | $6,181+1513.7% | $12,309+710.3% |