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 | $137,425 | $85,766+60.2% | $136,294+0.8% | $70,131+96.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 19.27% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,638 | $5,051+51.2% | $6,247+22.3% | $3,332+129.3% |
| Admin fee / account holder | $3,499 | $5,420-35.5% | $9,243-62.1% | $4,645-24.7% |