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 | $143,402 | $177,572-19.2% | $154,803-7.4% | $142,382+0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.86% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,121 | $4,810+27.2% | $4,305+42.2% | $4,299+42.4% |
| Participant deferral / active EE | $5,772 | $6,272-8.0% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $3,512 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |