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 | $140,638 | $179,726-21.7% | $156,263-10.0% | $142,382-1.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.83% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,677 | $5,069+31.7% | $4,333+54.1% | $4,299+55.3% |
| Participant deferral / active EE | $10,018 | $6,956+44.0% | $6,158+62.7% | $6,507+53.9% |
| Admin fee / account holder | $612 | $17,272-96.5% | $14,255-95.7% | $12,624-95.2% |