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 | $154,563 | $202,432-23.6% | $169,368-8.7% | $139,434+10.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.93% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $7,624 | $4,692+62.5% | $4,013+90.0% | $4,751+60.5% |
| Participant deferral / active EE | $4,473 | $6,938-35.5% | $6,221-28.1% | $6,710-33.3% |
| Admin fee / account holder | $4,601 | $10,708-57.0% | $9,003-48.9% | $11,403-59.7% |