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 | $159,379 | $81,632+95.2% | $70,449+126.2% | $158,922+0.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.88% | 208.40%-191.5pp | 109.03%-92.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,273 | $3,217-60.4% | $2,737-53.5% | $4,761-73.3% |
| Participant deferral / active EE | $3,204 | $4,554-29.6% | $3,709-13.6% | $5,982-46.4% |
| Admin fee / account holder | $987 | $6,193-84.1% | $3,845-74.3% | $11,246-91.2% |