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 | $141,353 | $118,849+18.9% | $96,562+46.4% | $167,490-15.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.70% | 50.49%-30.8pp | 37.78%-18.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,824 | $3,120-41.5% | $2,356-22.6% | $4,837-62.3% |
| Participant deferral / active EE | $5,699 | $4,616+23.5% | $3,849+48.1% | $6,341-10.1% |
| Admin fee / account holder | $4,114 | $8,065-49.0% | $6,181-33.4% | $12,309-66.6% |