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 | $150,058 | $157,256-4.6% | $141,162+6.3% | $152,861-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.85% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,862 | $5,261-64.6% | $4,735-60.7% | $4,762-60.9% |
| Participant deferral / active EE | $9,044 | $7,109+27.2% | $6,709+34.8% | $5,850+54.6% |
| Admin fee / account holder | $1,447 | $12,120-88.1% | $10,261-85.9% | $11,596-87.5% |