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 | $78,104 | $176,377-55.7% | $134,143-41.8% | $158,922-50.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.36% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,178 | $5,040-37.0% | $3,704-14.2% | $4,761-33.3% |
| Participant deferral / active EE | $12,829 | $4,091+213.6% | $3,499+266.7% | $5,982+114.5% |
| Admin fee / account holder | $10,999 | $8,718+26.2% | $6,684+64.5% | $11,246-2.2% |