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 8-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 | $147,994 | $177,572-16.7% | $154,803-4.4% | $142,382+3.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,521 | $4,810+56.4% | $4,305+74.7% | $4,299+74.9% |
| Participant deferral / active EE | $3,746 | $6,272-40.3% | $5,540-32.4% | $6,507-42.4% |
| Admin fee / account holder | $1,432 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |