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 | $168,597 | $152,587+10.5% | $125,175+34.7% | $152,861+10.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.41% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $15,739 | $4,946+218.2% | $3,865+307.2% | $4,762+230.5% |
| Participant deferral / active EE | $15,950 | $5,868+171.8% | $4,937+223.1% | $5,850+172.6% |
| Admin fee / account holder | $5,117 | $13,434-61.9% | $9,702-47.3% | $11,596-55.9% |