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 | $120,544 | $117,983+2.2% | $101,794+18.4% | $142,382-15.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.74% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,519 | $2,773+99.0% | $2,289+141.1% | $4,299+28.4% |
| Participant deferral / active EE | $5,347 | $4,714+13.4% | $4,084+30.9% | $6,507-17.8% |
| Admin fee / account holder | $3,770 | $10,433-63.9% | $8,777-57.0% | $12,624-70.1% |