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 | $142,298 | $96,965+46.8% | $97,995+45.2% | $147,584-3.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.61% | 24.11%-6.5pp | 23.94%-6.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,623 | $4,536-20.1% | $4,158-12.9% | $4,876-25.7% |
| Participant deferral / active EE | $3,623 | $5,081-28.7% | $5,097-28.9% | $5,439-33.4% |
| Admin fee / account holder | $1,472 | $8,120-81.9% | $5,943-75.2% | $10,885-86.5% |