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 | $150,970 | $111,301+35.6% | $112,977+33.6% | $158,922-5.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.11% | 26.40%-11.3pp | 24.24%-9.1pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,218 | $4,471-28.0% | $4,255-24.4% | $4,761-32.4% |
| Participant deferral / active EE | $2,320 | $5,880-60.5% | $5,836-60.2% | $5,982-61.2% |
| Admin fee / account holder | $43,468 | $8,392+418.0% | $6,294+590.6% | $11,246+286.5% |