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 | $132,124 | $183,519-28.0% | $155,509-15.0% | $145,922-9.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,455 | $5,313-35.0% | $4,672-26.1% | $4,660-25.9% |
| Participant deferral / active EE | $6,575 | $6,462+1.7% | $5,626+16.9% | $6,688-1.7% |
| Admin fee / account holder | $9,495 | $19,313-50.8% | $15,912-40.3% | $13,397-29.1% |