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 | $118,511 | $127,065-6.7% | $113,168+4.7% | $142,382-16.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.07% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,342 | $3,442-2.9% | $2,975+12.3% | $4,299-22.3% |
| Participant deferral / active EE | $5,785 | $5,716+1.2% | $5,107+13.3% | $6,507-11.1% |
| Admin fee / account holder | $3,029 | $15,736-80.7% | $12,068-74.9% | $12,624-76.0% |