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 | $151,453 | $183,519-17.5% | $155,509-2.6% | $145,922+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.93% | 61.17%-36.2pp | 64.67%-39.7pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,624 | $5,313-50.6% | $4,672-43.8% | $4,660-43.7% |
| Participant deferral / active EE | $6,857 | $6,462+6.1% | $5,626+21.9% | $6,688+2.5% |
| Admin fee / account holder | $28,530 | $19,313+47.7% | $15,912+79.3% | $13,397+113.0% |