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 | $156,630 | $89,753+74.5% | $107,525+45.7% | $84,808+84.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.01% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,733 | $3,113-12.2% | $3,754-27.2% | $2,631+3.9% |
| Participant deferral / active EE | $7,681 | $4,056+89.4% | $5,116+50.1% | $4,212+82.4% |
| Admin fee / account holder | $6,880 | $7,222-4.7% | $8,919-22.9% | $7,344-6.3% |