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 | $138,191 | $157,256-12.1% | $141,162-2.1% | $152,861-9.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.62% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,638 | $5,261-30.9% | $4,735-23.2% | $4,762-23.6% |
| Participant deferral / active EE | $6,559 | $7,109-7.7% | $6,709-2.2% | $5,850+12.1% |
| Admin fee / account holder | $14,306 | $12,120+18.0% | $10,261+39.4% | $11,596+23.4% |