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 | $149,954 | $102,616+46.1% | $81,983+82.9% | $158,922-5.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 31.57% | 61.04%-29.5pp | 41.31%-9.7pp | 302.83%-271.3pp |
| Employer contribution / active EE | $1,920 | $3,240-40.7% | $2,498-23.1% | $4,761-59.7% |
| Participant deferral / active EE | $5,500 | $4,648+18.3% | $3,722+47.8% | $5,982-8.1% |
| Admin fee / account holder | $434 | $8,235-94.7% | $5,664-92.3% | $11,246-96.1% |