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 | $154,707 | $124,319+24.4% | $111,297+39.0% | $167,490-7.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.42% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,301 | $3,435-33.0% | $2,731-15.7% | $4,837-52.4% |
| Participant deferral / active EE | $4,900 | $5,180-5.4% | $4,487+9.2% | $6,341-22.7% |
| Admin fee / account holder | $12,988 | $10,618+22.3% | $7,964+63.1% | $12,309+5.5% |