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 | $146,030 | $157,256-7.1% | $141,162+3.4% | $152,861-4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.39% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $9,908 | $5,261+88.3% | $4,735+109.2% | $4,762+108.0% |
| Participant deferral / active EE | $12,145 | $7,109+70.8% | $6,709+81.0% | $5,850+107.6% |
| Admin fee / account holder | $27,262 | $12,120+124.9% | $10,261+165.7% | $11,596+135.1% |