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 | $115,533 | $127,065-9.1% | $113,168+2.1% | $142,382-18.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.04% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,892 | $3,442-16.0% | $2,975-2.8% | $4,299-32.7% |
| Participant deferral / active EE | $9,253 | $5,716+61.9% | $5,107+81.2% | $6,507+42.2% |
| Admin fee / account holder | $10,181 | $15,736-35.3% | $12,068-15.6% | $12,624-19.4% |