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 | $152,357 | $176,812-13.8% | $146,665+3.9% | $167,490-9.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.68% | 24.03%-8.4pp | 22.74%-7.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $6,504 | $5,160+26.1% | $4,136+57.3% | $4,837+34.5% |
| Participant deferral / active EE | $6,943 | $6,440+7.8% | $5,506+26.1% | $6,341+9.5% |
| Admin fee / account holder | $1,101 | $13,259-91.7% | $10,280-89.3% | $12,309-91.1% |