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 | $150,377 | $114,381+31.5% | $107,525+39.9% | $142,382+5.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.58% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,196 | $4,015+4.5% | $3,754+11.8% | $4,299-2.4% |
| Participant deferral / active EE | $10,337 | $5,564+85.8% | $5,116+102.1% | $6,507+58.8% |
| Admin fee / account holder | $37,364 | $9,860+278.9% | $8,919+318.9% | $12,624+196.0% |