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 | $154,089 | $107,334+43.6% | $92,893+65.9% | $152,861+0.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 26.09% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,800 | $4,221-57.4% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $12,798 | $4,845+164.2% | $4,236+202.1% | $5,850+118.8% |
| Admin fee / account holder | $3,605 | $7,079-49.1% | $5,794-37.8% | $11,596-68.9% |