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 | $149,187 | $157,256-5.1% | $141,162+5.7% | $152,861-2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.58% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $7,189 | $5,261+36.6% | $4,735+51.8% | $4,762+51.0% |
| Participant deferral / active EE | $4,783 | $7,109-32.7% | $6,709-28.7% | $5,850-18.2% |
| Admin fee / account holder | $1,463 | $12,120-87.9% | $10,261-85.7% | $11,596-87.4% |