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 | $151,188 | $90,348+67.3% | $75,972+99.0% | $145,922+3.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.98% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,598 | $3,311-51.7% | $2,685-40.5% | $4,660-65.7% |
| Participant deferral / active EE | $3,211 | $5,162-37.8% | $4,255-24.5% | $6,688-52.0% |
| Admin fee / account holder | $2,943 | $8,467-65.2% | $6,467-54.5% | $13,397-78.0% |