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 | $147,964 | $214,378-31.0% | $200,582-26.2% | $142,382+3.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.85% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,869 | $6,841-43.4% | $6,419-39.7% | $4,299-10.0% |
| Participant deferral / active EE | $14,431 | $9,865+46.3% | $9,331+54.6% | $6,507+121.8% |
| Admin fee / account holder | $997 | $17,692-94.4% | $16,305-93.9% | $12,624-92.1% |