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 | $135,009 | $152,587-11.5% | $125,175+7.9% | $152,861-11.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.97% | 54.84%-37.9pp | 43.79%-26.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,368 | $4,946-72.4% | $3,865-64.6% | $4,762-71.3% |
| Participant deferral / active EE | $6,109 | $5,868+4.1% | $4,937+23.7% | $5,850+4.4% |
| Admin fee / account holder | $36,251 | $13,434+169.8% | $9,702+273.6% | $11,596+212.6% |