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 | $127,501 | $176,377-27.7% | $134,143-5.0% | $158,922-19.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.19% | 63.63%-51.4pp | 36.33%-24.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,624 | $5,040+11.6% | $3,704+51.8% | $4,761+18.1% |
| Participant deferral / active EE | $8,542 | $4,091+108.8% | $3,499+144.1% | $5,982+42.8% |
| Admin fee / account holder | $15,142 | $8,718+73.7% | $6,684+126.5% | $11,246+34.6% |