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 | $143,622 | $148,534-3.3% | $135,903+5.7% | $139,434+3.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.41% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,180 | $5,243-58.4% | $4,856-55.1% | $4,751-54.1% |
| Participant deferral / active EE | $11,530 | $8,100+42.3% | $7,758+48.6% | $6,710+71.8% |
| Admin fee / account holder | $833 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |