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 | $133,053 | $77,899+70.8% | $149,673-11.1% | $75,163+77.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.32% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,922 | $3,137-6.9% | $4,818-39.3% | $2,670+9.4% |
| Participant deferral / active EE | $6,511 | $3,411+90.9% | $5,680+14.6% | $4,125+57.8% |
| Admin fee / account holder | $2,298 | $5,956-61.4% | $13,210-82.6% | $5,651-59.3% |