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 | $166,454 | $152,587+9.1% | $125,175+33.0% | $152,861+8.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.51% | 54.84%-41.3pp | 43.79%-30.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $8,550 | $4,946+72.9% | $3,865+121.2% | $4,762+79.5% |
| Participant deferral / active EE | $14,450 | $5,868+146.3% | $4,937+192.7% | $5,850+147.0% |
| Admin fee / account holder | $1,304 | $13,434-90.3% | $9,702-86.6% | $11,596-88.8% |