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 | $155,210 | $106,515+45.7% | $96,683+60.5% | $139,434+11.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.69% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $29,754 | $4,103+625.2% | $3,737+696.2% | $4,751+526.3% |
| Participant deferral / active EE | $9,507 | $5,454+74.3% | $4,878+94.9% | $6,710+41.7% |
| Admin fee / account holder | $5,363 | $7,877-31.9% | $6,730-20.3% | $11,403-53.0% |