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 | $141,140 | $111,754+26.3% | $103,333+36.6% | $145,922-3.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.97% | 24.77%-4.8pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $16,246 | $4,212+285.7% | $3,868+320.0% | $4,660+248.7% |
| Participant deferral / active EE | $11,939 | $5,619+112.5% | $5,057+136.1% | $6,688+78.5% |
| Admin fee / account holder | $5,173 | $9,750-46.9% | $8,355-38.1% | $13,397-61.4% |