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 | $151,412 | $167,490-9.6% | $86,966+74.1% | $167,490-9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 74.3%+25.7pp | 82.1%+17.9pp |
| Annual return | 10.14% | 478.56%-468.4pp | 12.77%-2.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,337 | $4,837-72.4% | $2,094-36.2% | $4,837-72.4% |
| Participant deferral / active EE | $3,123 | $6,341-50.7% | $5,409-42.3% | $6,341-50.7% |
| Admin fee / account holder | $3,123 | $12,309-74.6% | $8,740-64.3% | $12,309-74.6% |