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 | $163,674 | $115,770+41.4% | $101,248+61.7% | $158,922+3.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.16% | 56.14%-33.0pp | 46.47%-23.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $5,187 | $4,175+24.3% | $3,660+41.7% | $4,761+8.9% |
| Participant deferral / active EE | $13,155 | $4,957+165.4% | $4,370+201.0% | $5,982+119.9% |
| Admin fee / account holder | $1,164 | $7,245-83.9% | $5,945-80.4% | $11,246-89.6% |