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 | $143,365 | $177,572-19.3% | $154,803-7.4% | $142,382+0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.08% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $11,723 | $4,810+143.7% | $4,305+172.3% | $4,299+172.7% |
| Participant deferral / active EE | $6,427 | $6,272+2.5% | $5,540+16.0% | $6,507-1.2% |
| Admin fee / account holder | $3,577 | $16,786-78.7% | $14,329-75.0% | $12,624-71.7% |