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 | $140,815 | $105,126+33.9% | $94,646+48.8% | $139,434+1.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.41% | 38.03%-18.6pp | 156.71%-137.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,863 | $4,106-54.6% | $3,672-49.3% | $4,751-60.8% |
| Participant deferral / active EE | $3,094 | $7,599-59.3% | $7,418-58.3% | $6,710-53.9% |
| Admin fee / account holder | $8,828 | $8,984-1.7% | $7,231+22.1% | $11,403-22.6% |