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 | $159,110 | $112,881+41.0% | $90,951+74.9% | $158,922+0.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.80% | 215.79%-206.0pp | 134.60%-124.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,124 | $2,893-61.2% | $2,122-47.0% | $4,761-76.4% |
| Participant deferral / active EE | $3,455 | $4,128-16.3% | $3,373+2.4% | $5,982-42.2% |
| Admin fee / account holder | $1,347 | $8,041-83.3% | $5,959-77.4% | $11,246-88.0% |