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 | $117,710 | $152,587-22.9% | $125,175-6.0% | $152,861-23.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.69% | 54.84%-42.1pp | 43.79%-31.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $3,350 | $4,946-32.3% | $3,865-13.3% | $4,762-29.7% |
| Participant deferral / active EE | $7,126 | $5,868+21.4% | $4,937+44.3% | $5,850+21.8% |
| Admin fee / account holder | $34,689 | $13,434+158.2% | $9,702+257.5% | $11,596+199.1% |