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 | $114,868 | $176,377-34.9% | $134,143-14.4% | $158,922-27.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.16% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $765 | $5,040-84.8% | $3,704-79.4% | $4,761-83.9% |
| Participant deferral / active EE | $4,513 | $4,091+10.3% | $3,499+29.0% | $5,982-24.6% |
| Admin fee / account holder | $3,500 | $8,718-59.9% | $6,684-47.6% | $11,246-68.9% |