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 | $126,901 | $183,519-30.9% | $155,509-18.4% | $145,922-13.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $10,378 | $5,313+95.3% | $4,672+122.1% | $4,660+122.7% |
| Participant deferral / active EE | $8,389 | $6,462+29.8% | $5,626+49.1% | $6,688+25.4% |
| Admin fee / account holder | $1,392 | $19,313-92.8% | $15,912-91.3% | $13,397-89.6% |