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 | $126,991 | $106,515+19.2% | $96,683+31.3% | $139,434-8.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.15% | 38.43%-25.3pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,758 | $4,103-8.4% | $3,737+0.6% | $4,751-20.9% |
| Participant deferral / active EE | $13,050 | $5,454+139.3% | $4,878+167.5% | $6,710+94.5% |
| Admin fee / account holder | $537 | $7,877-93.2% | $6,730-92.0% | $11,403-95.3% |