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 | $151,562 | $105,181+44.1% | $159,436-4.9% | $85,850+76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.81% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,315 | $3,318-0.1% | $4,829-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $7,514 | $5,945+26.4% | $7,352+2.2% | $3,952+90.2% |
| Admin fee / account holder | $24,980 | $6,933+260.3% | $10,799+131.3% | $6,260+299.0% |