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 | $130,858 | $112,881+15.9% | $90,951+43.9% | $158,922-17.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.29% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,385 | $2,893-52.1% | $2,122-34.7% | $4,761-70.9% |
| Participant deferral / active EE | $4,145 | $4,128+0.4% | $3,373+22.9% | $5,982-30.7% |
| Admin fee / account holder | $2,061 | $8,041-74.4% | $5,959-65.4% | $11,246-81.7% |