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 | $157,342 | $105,859+48.6% | $90,160+74.5% | $147,584+6.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.77% | 37.63%-18.9pp | 34.88%-16.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,097 | $4,126+23.5% | $3,318+53.6% | $4,876+4.5% |
| Participant deferral / active EE | $12,275 | $5,733+114.1% | $5,288+132.1% | $5,439+125.7% |
| Admin fee / account holder | $710 | $8,046-91.2% | $5,943-88.0% | $10,885-93.5% |