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 | $150,167 | $98,750+52.1% | $149,696+0.3% | $79,858+88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.03% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,781 | $3,216-13.5% | $4,644-40.1% | $2,471+12.5% |
| Participant deferral / active EE | $8,951 | $5,680+57.6% | $6,842+30.8% | $3,740+139.3% |
| Admin fee / account holder | $8,119 | $6,053+34.1% | $9,309-12.8% | $5,306+53.0% |