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 | $140,859 | $117,841+19.5% | $102,423+37.5% | $145,922-3.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.26% | 31.65%-8.4pp | 29.32%-6.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,158 | $3,615-12.6% | $3,023+4.5% | $4,660-32.2% |
| Participant deferral / active EE | $11,265 | $5,731+96.6% | $5,053+122.9% | $6,688+68.4% |
| Admin fee / account holder | $84,334 | $13,326+532.9% | $9,451+792.4% | $13,397+529.5% |