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 | $145,054 | $157,256-7.8% | $141,162+2.8% | $152,861-5.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.92% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,291 | $5,261-37.4% | $4,735-30.5% | $4,762-30.9% |
| Participant deferral / active EE | $8,825 | $7,109+24.1% | $6,709+31.5% | $5,850+50.8% |
| Admin fee / account holder | $53,263 | $12,120+339.5% | $10,261+419.1% | $11,596+359.3% |