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 | $165,390 | $100,773+64.1% | $88,946+85.9% | $142,382+16.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.34% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,610 | $2,918+23.7% | $2,555+41.3% | $4,299-16.0% |
| Participant deferral / active EE | $5,375 | $5,230+2.8% | $4,581+17.3% | $6,507-17.4% |
| Admin fee / account holder | $1,540 | $9,693-84.1% | $8,261-81.4% | $12,624-87.8% |