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 | $149,357 | $157,256-5.0% | $141,162+5.8% | $152,861-2.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.98% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,657 | $5,261-30.5% | $4,735-22.8% | $4,762-23.2% |
| Participant deferral / active EE | $13,075 | $7,109+83.9% | $6,709+94.9% | $5,850+123.5% |
| Admin fee / account holder | $66,862 | $12,120+451.7% | $10,261+551.6% | $11,596+476.6% |