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 | $138,456 | $157,256-12.0% | $141,162-1.9% | $152,861-9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.50% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,118 | $5,261-59.7% | $4,735-55.3% | $4,762-55.5% |
| Participant deferral / active EE | $7,287 | $7,109+2.5% | $6,709+8.6% | $5,850+24.6% |
| Admin fee / account holder | $3,180 | $12,120-73.8% | $10,261-69.0% | $11,596-72.6% |