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 | $145,883 | $107,015+36.3% | $73,545+98.4% | $147,584-1.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.62% | 38.25%-25.6pp | -15.16%+27.8pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,704 | $1,760+53.6% | $1,219+121.8% | $4,876-44.5% |
| Participant deferral / active EE | $14,981 | $2,462+508.6% | $1,806+729.5% | $5,439+175.5% |
| Admin fee / account holder | $1,317 | $3,055-56.9% | $2,320-43.2% | $10,885-87.9% |