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 | $148,951 | $177,572-16.1% | $154,803-3.8% | $142,382+4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.26% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,248 | $4,810-11.7% | $4,305-1.3% | $4,299-1.2% |
| Participant deferral / active EE | $7,641 | $6,272+21.8% | $5,540+37.9% | $6,507+17.4% |
| Admin fee / account holder | $17,143 | $16,786+2.1% | $14,329+19.6% | $12,624+35.8% |