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 | $127,199 | $112,096+13.5% | $95,952+32.6% | $158,922-20.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.36% | 171.09%-152.7pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,737 | $3,198-45.7% | $2,541-31.6% | $4,761-63.5% |
| Participant deferral / active EE | $5,794 | $4,784+21.1% | $4,167+39.0% | $5,982-3.2% |
| Admin fee / account holder | $2,078 | $10,130-79.5% | $6,795-69.4% | $11,246-81.5% |