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 | $144,551 | $177,572-18.6% | $154,803-6.6% | $142,382+1.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.79% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $16,620 | $4,810+245.5% | $4,305+286.0% | $4,299+286.6% |
| Participant deferral / active EE | $15,938 | $6,272+154.1% | $5,540+187.7% | $6,507+144.9% |
| Admin fee / account holder | $925 | $16,786-94.5% | $14,329-93.5% | $12,624-92.7% |