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 | $147,579 | $177,572-16.9% | $154,803-4.7% | $142,382+3.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,704 | $4,810-64.6% | $4,305-60.4% | $4,299-60.4% |
| Participant deferral / active EE | $10,567 | $6,272+68.5% | $5,540+90.7% | $6,507+62.4% |
| Admin fee / account holder | $1,178 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |