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 | $158,105 | $185,822-14.9% | $169,993-7.0% | $139,434+13.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.67% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $9,026 | $7,590+18.9% | $6,785+33.0% | $4,751+90.0% |
| Participant deferral / active EE | $8,566 | $11,622-26.3% | $10,408-17.7% | $6,710+27.7% |
| Admin fee / account holder | $7,683 | $15,381-50.0% | $12,815-40.0% | $11,403-32.6% |