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 | $144,132 | $148,534-3.0% | $135,903+6.1% | $139,434+3.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $23,379 | $5,243+345.9% | $4,856+381.4% | $4,751+392.1% |
| Participant deferral / active EE | $5,537 | $8,100-31.6% | $7,758-28.6% | $6,710-17.5% |
| Admin fee / account holder | $6,405 | $12,400-48.3% | $10,762-40.5% | $11,403-43.8% |