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 | $146,985 | $177,572-17.2% | $154,803-5.1% | $142,382+3.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,366 | $4,810+73.9% | $4,305+94.3% | $4,299+94.6% |
| Participant deferral / active EE | $4,519 | $6,272-27.9% | $5,540-18.4% | $6,507-30.5% |
| Admin fee / account holder | $2,607 | $16,786-84.5% | $14,329-81.8% | $12,624-79.4% |