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 | $163,476 | $84,233+94.1% | $170,442-4.1% | $70,131+133.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.86% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,075 | $3,387-9.2% | $5,433-43.4% | $2,342+31.3% |
| Participant deferral / active EE | $5,253 | $3,086+70.2% | $4,939+6.4% | $3,332+57.7% |
| Admin fee / account holder | $4,898 | $5,698-14.0% | $13,880-64.7% | $4,645+5.4% |