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 | $150,090 | $123,793+21.2% | $177,821-15.6% | $79,858+87.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 33.15% | 22.82%+10.3pp | 48.32%-15.2pp | 31.71%+1.4pp |
| Employer contribution / active EE | $3,383 | $4,095-17.4% | $5,918-42.8% | $2,471+36.9% |
| Participant deferral / active EE | $7,788 | $5,956+30.8% | $7,714+1.0% | $3,740+108.2% |
| Admin fee / account holder | $11,882 | $7,243+64.1% | $12,427-4.4% | $5,306+123.9% |