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 | $161,094 | $149,734+7.6% | $118,925+35.5% | $158,922+1.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.15% | 19.95%-9.8pp | 35.88%-25.7pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,481 | $4,115-15.4% | $3,263+6.7% | $4,761-26.9% |
| Participant deferral / active EE | $10,014 | $5,223+91.7% | $4,265+134.8% | $5,982+67.4% |
| Admin fee / account holder | $1,047 | $8,603-87.8% | $6,581-84.1% | $11,246-90.7% |