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 | $151,438 | $185,822-18.5% | $169,993-10.9% | $139,434+8.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.66% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,774 | $7,590-50.3% | $6,785-44.4% | $4,751-20.6% |
| Participant deferral / active EE | $15,814 | $11,622+36.1% | $10,408+51.9% | $6,710+135.7% |
| Admin fee / account holder | $111,119 | $15,381+622.5% | $12,815+767.1% | $11,403+874.5% |