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 | $135,154 | $142,405-5.1% | $115,157+17.4% | $152,861-11.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.99% | 41.48%-21.5pp | 35.60%-15.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,734 | $4,010-31.8% | $3,179-14.0% | $4,762-42.6% |
| Participant deferral / active EE | $11,366 | $5,164+120.1% | $4,168+172.7% | $5,850+94.3% |
| Admin fee / account holder | $17,723 | $8,462+109.4% | $7,088+150.0% | $11,596+52.8% |