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 4-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 | $124,083 | $104,974+18.2% | $95,585+29.8% | $142,382-12.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,361 | $2,779-15.0% | $2,527-6.5% | $4,299-45.1% |
| Participant deferral / active EE | $4,708 | $4,352+8.2% | $4,023+17.0% | $6,507-27.7% |
| Admin fee / account holder | $1,268 | $6,386-80.1% | $6,127-79.3% | $12,624-90.0% |