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 | $126,746 | $114,237+10.9% | $119,258+6.3% | $167,490-24.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.08% | 29.87%-15.8pp | 30.69%-16.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $8,237 | $4,481+83.8% | $4,384+87.9% | $4,837+70.3% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $9,174 | $8,932+2.7% | $7,226+27.0% | $12,309-25.5% |