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 9-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 | $119,010 | $116,175+2.4% | $93,606+27.1% | $152,861-22.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.07% | 35.96%-10.9pp | 32.76%-7.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,141 | $3,218-2.4% | $2,718+15.6% | $4,762-34.0% |
| Participant deferral / active EE | $7,261 | $4,603+57.7% | $4,069+78.5% | $5,850+24.1% |
| Admin fee / account holder | $6,138 | $10,748-42.9% | $7,888-22.2% | $11,596-47.1% |