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 | $142,733 | $106,515+34.0% | $96,683+47.6% | $139,434+2.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.44% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,443 | $4,103-16.1% | $3,737-7.9% | $4,751-27.5% |
| Participant deferral / active EE | $7,701 | $5,454+41.2% | $4,878+57.9% | $6,710+14.8% |
| Admin fee / account holder | $3,100 | $7,877-60.6% | $6,730-53.9% | $11,403-72.8% |