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 | $158,623 | $157,256+0.9% | $141,162+12.4% | $152,861+3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.04% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,423 | $5,261-73.0% | $4,735-70.0% | $4,762-70.1% |
| Participant deferral / active EE | $9,818 | $7,109+38.1% | $6,709+46.3% | $5,850+67.8% |
| Admin fee / account holder | $28,162 | $12,120+132.4% | $10,261+174.5% | $11,596+142.9% |