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 | $147,159 | $176,377-16.6% | $134,143+9.7% | $158,922-7.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.76% | 63.63%-52.9pp | 36.33%-25.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,830 | $5,040+15.7% | $3,704+57.4% | $4,761+22.4% |
| Participant deferral / active EE | $4,494 | $4,091+9.8% | $3,499+28.4% | $5,982-24.9% |
| Admin fee / account holder | $949 | $8,718-89.1% | $6,684-85.8% | $11,246-91.6% |