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 | $133,879 | $117,841+13.6% | $102,423+30.7% | $145,922-8.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.16% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,696 | $3,615+57.6% | $3,023+88.4% | $4,660+22.2% |
| Participant deferral / active EE | $3,295 | $5,731-42.5% | $5,053-34.8% | $6,688-50.7% |
| Admin fee / account holder | $40,310 | $13,326+202.5% | $9,451+326.5% | $13,397+200.9% |