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 | $138,925 | $117,983+17.7% | $101,794+36.5% | $142,382-2.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.91% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,075 | $2,773+10.9% | $2,289+34.4% | $4,299-28.5% |
| Participant deferral / active EE | $4,024 | $4,714-14.6% | $4,084-1.5% | $6,507-38.2% |
| Admin fee / account holder | $944 | $10,433-90.9% | $8,777-89.2% | $12,624-92.5% |