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 | $127,724 | $118,849+7.5% | $96,562+32.3% | $167,490-23.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.76% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,614 | $3,120-48.3% | $2,356-31.5% | $4,837-66.6% |
| Participant deferral / active EE | $4,431 | $4,616-4.0% | $3,849+15.1% | $6,341-30.1% |
| Admin fee / account holder | $9,618 | $8,065+19.3% | $6,181+55.6% | $12,309-21.9% |