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 | $136,983 | $112,096+22.2% | $95,952+42.8% | $158,922-13.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.93% | 171.09%-164.2pp | 91.61%-84.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,917 | $3,198-40.0% | $2,541-24.5% | $4,761-59.7% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,982+44.9% |
| Admin fee / account holder | $5,646 | $10,130-44.3% | $6,795-16.9% | $11,246-49.8% |