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 | $126,951 | $185,822-31.7% | $169,993-25.3% | $139,434-9.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.31% | 60.50%-49.2pp | 53.37%-42.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,847 | $7,590-49.3% | $6,785-43.3% | $4,751-19.0% |
| Participant deferral / active EE | $12,648 | $11,622+8.8% | $10,408+21.5% | $6,710+88.5% |
| Admin fee / account holder | $8,482 | $15,381-44.9% | $12,815-33.8% | $11,403-25.6% |