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 | $158,662 | $117,983+34.5% | $101,794+55.9% | $142,382+11.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.97% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,989 | $2,773+43.9% | $2,289+74.3% | $4,299-7.2% |
| Participant deferral / active EE | $4,784 | $4,714+1.5% | $4,084+17.1% | $6,507-26.5% |
| Admin fee / account holder | $13,617 | $10,433+30.5% | $8,777+55.1% | $12,624+7.9% |