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 | $147,337 | $150,187-1.9% | $120,354+22.4% | $145,922+1.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 154.07%-140.5pp | 107.15%-93.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,501 | $4,348+26.5% | $3,463+58.9% | $4,660+18.0% |
| Participant deferral / active EE | $4,989 | $6,173-19.2% | $4,9910% | $6,688-25.4% |
| Admin fee / account holder | $17,087 | $12,207+40.0% | $9,423+81.3% | $13,397+27.5% |