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 | $146,368 | $152,587-4.1% | $125,175+16.9% | $152,861-4.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.45% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,908 | $4,946-0.8% | $3,865+27.0% | $4,762+3.1% |
| Participant deferral / active EE | $13,213 | $5,868+125.2% | $4,937+167.6% | $5,850+125.9% |
| Admin fee / account holder | $1,567 | $13,434-88.3% | $9,702-83.8% | $11,596-86.5% |