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 | $147,221 | $214,378-31.3% | $200,582-26.6% | $142,382+3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.65% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,064 | $6,841-40.6% | $6,419-36.7% | $4,299-5.5% |
| Participant deferral / active EE | $9,635 | $9,865-2.3% | $9,331+3.3% | $6,507+48.1% |
| Admin fee / account holder | $32,956 | $17,692+86.3% | $16,305+102.1% | $12,624+161.1% |