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 9-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 | $158,506 | $107,934+46.9% | $91,989+72.3% | $152,861+3.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.44% | 89.24%-68.8pp | 69.02%-48.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,942 | $4,210-53.9% | $3,452-43.7% | $4,762-59.2% |
| Participant deferral / active EE | $7,420 | $6,364+16.6% | $5,923+25.3% | $5,850+26.8% |
| Admin fee / account holder | $7,684 | $10,520-27.0% | $7,743-0.8% | $11,596-33.7% |