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 | $146,009 | $106,584+37.0% | $101,326+44.1% | $142,382+2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.63% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,985 | $3,956+26.0% | $3,665+36.0% | $4,299+15.9% |
| Participant deferral / active EE | $15,296 | $8,297+84.4% | $7,994+91.3% | $6,507+135.1% |
| Admin fee / account holder | $11,704 | $11,446+2.2% | $11,185+4.6% | $12,624-7.3% |