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 | $136,056 | $115,770+17.5% | $101,248+34.4% | $158,922-14.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.04% | 56.14%-46.1pp | 46.47%-36.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $920 | $4,175-78.0% | $3,660-74.9% | $4,761-80.7% |
| Participant deferral / active EE | $3,376 | $4,957-31.9% | $4,370-22.7% | $5,982-43.6% |
| Admin fee / account holder | $1,045 | $7,245-85.6% | $5,945-82.4% | $11,246-90.7% |