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 | $155,456 | $77,899+99.6% | $149,673+3.9% | $75,163+106.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.59% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,143 | $3,137+32.1% | $4,818-14.0% | $2,670+55.2% |
| Participant deferral / active EE | $7,514 | $3,411+120.3% | $5,680+32.3% | $4,125+82.2% |
| Admin fee / account holder | $15,531 | $5,956+160.7% | $13,210+17.6% | $5,651+174.8% |