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 | $133,705 | $185,822-28.0% | $169,993-21.3% | $139,434-4.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.21% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $9,537 | $7,590+25.6% | $6,785+40.5% | $4,751+100.7% |
| Participant deferral / active EE | $12,155 | $11,622+4.6% | $10,408+16.8% | $6,710+81.1% |
| Admin fee / account holder | $397 | $15,381-97.4% | $12,815-96.9% | $11,403-96.5% |