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 | $141,353 | $162,781-13.2% | $133,956+5.5% | $158,922-11.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 41.94%-32.3pp | 45.09%-35.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,097 | $4,975-57.9% | $3,919-46.5% | $4,761-56.0% |
| Participant deferral / active EE | $2,859 | $5,911-51.6% | $5,048-43.4% | $5,982-52.2% |
| Admin fee / account holder | $3,718 | $11,736-68.3% | $8,927-58.4% | $11,246-66.9% |