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 | $129,858 | $111,754+16.2% | $103,333+25.7% | $145,922-11.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 24.77%-7.9pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,868 | $4,212-31.9% | $3,868-25.9% | $4,660-38.5% |
| Participant deferral / active EE | $10,458 | $5,619+86.1% | $5,057+106.8% | $6,688+56.4% |
| Admin fee / account holder | $2,559 | $9,750-73.8% | $8,355-69.4% | $13,397-80.9% |