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 6-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 | $152,581 | $176,812-13.7% | $146,665+4.0% | $167,490-8.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.01% | 24.03%+6.0pp | 22.74%+7.3pp | 478.56%-448.5pp |
| Employer contribution / active EE | $3,897 | $5,160-24.5% | $4,136-5.8% | $4,837-19.4% |
| Participant deferral / active EE | $10,044 | $6,440+56.0% | $5,506+82.4% | $6,341+58.4% |
| Admin fee / account holder | $2,805 | $13,259-78.8% | $10,280-72.7% | $12,309-77.2% |