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 | $152,369 | $77,419+96.8% | $69,455+119.4% | $152,861-0.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.48% | 39.06%-20.6pp | 28.97%-10.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $6,679 | $3,315+101.4% | $2,779+140.3% | $4,762+40.2% |
| Participant deferral / active EE | $7,760 | $4,414+75.8% | $3,535+119.5% | $5,850+32.6% |
| Admin fee / account holder | $7,803 | $6,207+25.7% | $3,839+103.2% | $11,596-32.7% |