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 | $155,438 | $152,587+1.9% | $125,175+24.2% | $152,861+1.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.69% | 54.84%-38.1pp | 43.79%-27.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,521 | $4,946-69.2% | $3,865-60.6% | $4,762-68.1% |
| Participant deferral / active EE | $4,885 | $5,868-16.7% | $4,937-1.0% | $5,850-16.5% |
| Admin fee / account holder | $6,738 | $13,434-49.8% | $9,702-30.5% | $11,596-41.9% |