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 | $153,288 | $214,378-28.5% | $200,582-23.6% | $142,382+7.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.73% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,879 | $6,841+15.2% | $6,419+22.8% | $4,299+83.3% |
| Participant deferral / active EE | $7,467 | $9,865-24.3% | $9,331-20.0% | $6,507+14.7% |
| Admin fee / account holder | $3,595 | $17,692-79.7% | $16,305-78.0% | $12,624-71.5% |