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 | $138,087 | $124,281+11.1% | $109,143+26.5% | $167,490-17.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.84% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $13,373 | $4,207+217.8% | $3,722+259.3% | $4,837+176.4% |
| Participant deferral / active EE | $8,743 | $5,255+66.4% | $4,653+87.9% | $6,341+37.9% |
| Admin fee / account holder | $486 | $7,970-93.9% | $6,752-92.8% | $12,309-96.1% |