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 | $156,890 | $117,983+33.0% | $101,794+54.1% | $142,382+10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.04% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,011 | $2,773+225.0% | $2,289+293.7% | $4,299+109.6% |
| Participant deferral / active EE | $3,058 | $4,714-35.1% | $4,084-25.1% | $6,507-53.0% |
| Admin fee / account holder | $2,067 | $10,433-80.2% | $8,777-76.4% | $12,624-83.6% |