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 | $154,012 | $124,319+23.9% | $111,297+38.4% | $167,490-8.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 36.87% | 37.44%-0.6pp | 54.65%-17.8pp | 478.56%-441.7pp |
| Employer contribution / active EE | $1,634 | $3,435-52.4% | $2,731-40.2% | $4,837-66.2% |
| Participant deferral / active EE | $2,556 | $5,180-50.7% | $4,487-43.0% | $6,341-59.7% |
| Admin fee / account holder | $16,226 | $10,618+52.8% | $7,964+103.7% | $12,309+31.8% |