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 | $159,774 | $117,841+35.6% | $102,423+56.0% | $145,922+9.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 31.65%-19.3pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $7,019 | $3,615+94.2% | $3,023+132.1% | $4,660+50.6% |
| Participant deferral / active EE | $8,297 | $5,731+44.8% | $5,053+64.2% | $6,688+24.1% |
| Admin fee / account holder | $63,149 | $13,326+373.9% | $9,451+568.2% | $13,397+371.4% |