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 | $134,571 | $152,587-11.8% | $125,175+7.5% | $152,861-12.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.15% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,946 | $4,946+60.6% | $3,865+105.6% | $4,762+66.9% |
| Participant deferral / active EE | $4,614 | $5,868-21.4% | $4,937-6.5% | $5,850-21.1% |
| Admin fee / account holder | $2,172 | $13,434-83.8% | $9,702-77.6% | $11,596-81.3% |