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 | $135,188 | $238,490-43.3% | $180,183-25.0% | $142,382-5.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.49% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,854 | $6,143-53.5% | $5,039-43.4% | $4,299-33.6% |
| Participant deferral / active EE | $10,522 | $7,996+31.6% | $6,822+54.2% | $6,507+61.7% |
| Admin fee / account holder | $4,325 | $28,866-85.0% | $19,975-78.3% | $12,624-65.7% |