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 | $141,479 | $93,571+51.2% | $135,903+4.1% | $75,163+88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.48% | 30.90%-10.4pp | 68.23%-47.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,465 | $3,537-2.0% | $4,856-28.6% | $2,670+29.8% |
| Participant deferral / active EE | $9,016 | $6,404+40.8% | $7,758+16.2% | $4,125+118.6% |
| Admin fee / account holder | $4,957 | $6,975-28.9% | $10,762-53.9% | $5,651-12.3% |