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 | $157,505 | $104,974+50.0% | $95,585+64.8% | $142,382+10.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.32% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,879 | $2,779-32.4% | $2,527-25.6% | $4,299-56.3% |
| Participant deferral / active EE | $9,689 | $4,352+122.6% | $4,023+140.9% | $6,507+48.9% |
| Admin fee / account holder | $1,359 | $6,386-78.7% | $6,127-77.8% | $12,624-89.2% |