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 | $144,074 | $183,519-21.5% | $155,509-7.4% | $145,922-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,446 | $5,313-16.3% | $4,672-4.8% | $4,660-4.6% |
| Participant deferral / active EE | $6,995 | $6,462+8.2% | $5,626+24.3% | $6,688+4.6% |
| Admin fee / account holder | $15,627 | $19,313-19.1% | $15,912-1.8% | $13,397+16.6% |