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 | $146,857 | $121,625+20.7% | $104,607+40.4% | $158,922-7.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.74% | 465.26%-452.5pp | 340.46%-327.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,929 | $3,163-39.0% | $2,681-28.0% | $4,761-59.5% |
| Participant deferral / active EE | $6,587 | $4,177+57.7% | $3,740+76.1% | $5,982+10.1% |
| Admin fee / account holder | $1,322 | $7,787-83.0% | $6,473-79.6% | $11,246-88.2% |