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 | $137,550 | $77,899+76.6% | $149,673-8.1% | $75,163+83.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.10% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,381 | $3,137+7.8% | $4,818-29.8% | $2,670+26.6% |
| Participant deferral / active EE | $5,897 | $3,411+72.9% | $5,680+3.8% | $4,125+42.9% |
| Admin fee / account holder | $5,625 | $5,956-5.6% | $13,210-57.4% | $5,651-0.5% |