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 | $122,233 | $152,587-19.9% | $125,175-2.4% | $152,861-20.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.58% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,326 | $4,946-32.8% | $3,865-14.0% | $4,762-30.2% |
| Participant deferral / active EE | $10,446 | $5,868+78.0% | $4,937+111.6% | $5,850+78.6% |
| Admin fee / account holder | $3,682 | $13,434-72.6% | $9,702-62.0% | $11,596-68.2% |