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 | $148,346 | $176,812-16.1% | $146,665+1.1% | $167,490-11.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.54% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,467 | $5,160-52.2% | $4,136-40.4% | $4,837-49.0% |
| Participant deferral / active EE | $5,322 | $6,440-17.4% | $5,506-3.3% | $6,341-16.1% |
| Admin fee / account holder | $1,413 | $13,259-89.3% | $10,280-86.3% | $12,309-88.5% |