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 | $148,719 | $107,934+37.8% | $91,989+61.7% | $152,861-2.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.46% | 89.24%-65.8pp | 69.02%-45.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,292 | $4,210+2.0% | $3,452+24.3% | $4,762-9.9% |
| Participant deferral / active EE | $4,828 | $6,364-24.1% | $5,923-18.5% | $5,850-17.5% |
| Admin fee / account holder | $2,957 | $10,520-71.9% | $7,743-61.8% | $11,596-74.5% |