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 | $149,260 | $118,680+25.8% | $98,907+50.9% | $158,922-6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.62% | 372.35%-366.7pp | 196.43%-190.8pp | 302.83%-297.2pp |
| Employer contribution / active EE | $3,430 | $3,333+2.9% | $2,689+27.6% | $4,761-28.0% |
| Participant deferral / active EE | $11,365 | $5,088+123.4% | $4,244+167.8% | $5,982+90.0% |
| Admin fee / account holder | $5,581 | $10,131-44.9% | $6,642-16.0% | $11,246-50.4% |