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 | $156,998 | $115,770+35.6% | $101,248+55.1% | $158,922-1.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.77% | 56.14%-23.4pp | 46.47%-13.7pp | 302.83%-270.1pp |
| Employer contribution / active EE | $4,267 | $4,175+2.2% | $3,660+16.6% | $4,761-10.4% |
| Participant deferral / active EE | $8,651 | $4,957+74.5% | $4,370+98.0% | $5,982+44.6% |
| Admin fee / account holder | $12,837 | $7,245+77.2% | $5,945+115.9% | $11,246+14.1% |