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 | $137,597 | $107,334+28.2% | $92,893+48.1% | $152,861-10.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.56% | 145.58%-126.0pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,588 | $4,221-15.0% | $3,653-1.8% | $4,762-24.7% |
| Participant deferral / active EE | $5,688 | $4,845+17.4% | $4,236+34.3% | $5,850-2.8% |
| Admin fee / account holder | $6,094 | $7,079-13.9% | $5,794+5.2% | $11,596-47.5% |