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 | $137,194 | $105,859+29.6% | $90,160+52.2% | $147,584-7.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 37.63%-16.8pp | 34.88%-14.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,385 | $4,126-18.0% | $3,318+2.0% | $4,876-30.6% |
| Participant deferral / active EE | $8,125 | $5,733+41.7% | $5,288+53.7% | $5,439+49.4% |
| Admin fee / account holder | $403 | $8,046-95.0% | $5,943-93.2% | $10,885-96.3% |