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 | $157,106 | $98,750+59.1% | $149,696+5.0% | $79,858+96.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 16.38% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,684 | $3,216+14.5% | $4,644-20.7% | $2,471+49.1% |
| Participant deferral / active EE | $11,408 | $5,680+100.8% | $6,842+66.7% | $3,740+205.0% |
| Admin fee / account holder | $1,752 | $6,053-71.1% | $9,309-81.2% | $5,306-67.0% |