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 | $146,260 | $185,822-21.3% | $169,993-14.0% | $139,434+4.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.53% | 60.50%-37.0pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $4,752 | $7,590-37.4% | $6,785-30.0% | $4,7510% |
| Participant deferral / active EE | $7,054 | $11,622-39.3% | $10,408-32.2% | $6,710+5.1% |
| Admin fee / account holder | $10,811 | $15,381-29.7% | $12,815-15.6% | $11,403-5.2% |