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 | $150,714 | $202,432-25.5% | $169,368-11.0% | $139,434+8.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.98% | 531.74%-516.8pp | 405.60%-390.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,784 | $4,692+1.9% | $4,013+19.2% | $4,751+0.7% |
| Participant deferral / active EE | $12,509 | $6,938+80.3% | $6,221+101.1% | $6,710+86.4% |
| Admin fee / account holder | $65,464 | $10,708+511.3% | $9,003+627.1% | $11,403+474.1% |