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 | $145,368 | $183,519-20.8% | $155,509-6.5% | $145,922-0.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.00% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,884 | $5,313-45.7% | $4,672-38.3% | $4,660-38.1% |
| Participant deferral / active EE | $7,909 | $6,462+22.4% | $5,626+40.6% | $6,688+18.3% |
| Admin fee / account holder | $1,263 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |