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 | $152,643 | $175,202-12.9% | $149,673+2.0% | $139,434+9.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 166.71%-149.1pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $17,332 | $5,474+216.6% | $4,818+259.8% | $4,751+264.8% |
| Participant deferral / active EE | $16,067 | $6,519+146.5% | $5,680+182.9% | $6,710+139.4% |
| Admin fee / account holder | $786 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |