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 | $141,044 | $177,572-20.6% | $154,803-8.9% | $142,382-0.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.56% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,553 | $4,810+15.4% | $4,305+29.0% | $4,299+29.2% |
| Participant deferral / active EE | $14,567 | $6,272+132.3% | $5,540+162.9% | $6,507+123.9% |
| Admin fee / account holder | $28,028 | $16,786+67.0% | $14,329+95.6% | $12,624+122.0% |