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 | $143,438 | $185,822-22.8% | $169,993-15.6% | $139,434+2.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.32% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $6,352 | $7,590-16.3% | $6,785-6.4% | $4,751+33.7% |
| Participant deferral / active EE | $17,952 | $11,622+54.5% | $10,408+72.5% | $6,710+167.5% |
| Admin fee / account holder | $3,773 | $15,381-75.5% | $12,815-70.6% | $11,403-66.9% |