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 | $147,756 | $109,327+35.2% | $89,391+65.3% | $158,922-7.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.94% | 345.68%-319.7pp | 245.62%-219.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,019 | $3,170-67.9% | $2,586-60.6% | $4,761-78.6% |
| Participant deferral / active EE | $5,900 | $4,598+28.3% | $3,890+51.7% | $5,982-1.4% |
| Admin fee / account holder | $2,205 | $6,153-64.2% | $4,881-54.8% | $11,246-80.4% |