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 | $154,880 | $108,172+43.2% | $77,482+99.9% | $158,922-2.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.63% | 31.67%-12.0pp | 54.79%-35.2pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,942 | $1,325+348.5% | $986+502.3% | $4,761+24.8% |
| Participant deferral / active EE | $2,828 | $2,456+15.1% | $1,861+51.9% | $5,982-52.7% |
| Admin fee / account holder | $921 | $3,708-75.2% | $2,858-67.8% | $11,246-91.8% |