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 | $151,918 | $152,587-0.4% | $125,175+21.4% | $152,861-0.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 31.28% | 54.84%-23.6pp | 43.79%-12.5pp | 345.32%-314.0pp |
| Employer contribution / active EE | $42,500 | $4,946+759.2% | $3,865+999.5% | $4,762+792.4% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,850+113.7% |
| Admin fee / account holder | $1,894 | $13,434-85.9% | $9,702-80.5% | $11,596-83.7% |