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 | $150,339 | $115,770+29.9% | $101,248+48.5% | $158,922-5.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.39% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,875 | $4,175-7.2% | $3,660+5.9% | $4,761-18.6% |
| Participant deferral / active EE | $7,268 | $4,957+46.6% | $4,370+66.3% | $5,982+21.5% |
| Admin fee / account holder | $756 | $7,245-89.6% | $5,945-87.3% | $11,246-93.3% |