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 | $151,506 | $115,770+30.9% | $101,248+49.6% | $158,922-4.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.14% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,440 | $4,175-41.5% | $3,660-33.3% | $4,761-48.7% |
| Participant deferral / active EE | $5,278 | $4,957+6.5% | $4,370+20.8% | $5,982-11.8% |
| Admin fee / account holder | $4,304 | $7,245-40.6% | $5,945-27.6% | $11,246-61.7% |