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 | $129,857 | $117,841+10.2% | $102,423+26.8% | $145,922-11.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.30% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,019 | $3,615-16.5% | $3,023-0.1% | $4,660-35.2% |
| Participant deferral / active EE | $5,281 | $5,731-7.9% | $5,053+4.5% | $6,688-21.0% |
| Admin fee / account holder | $25,231 | $13,326+89.3% | $9,451+167.0% | $13,397+88.3% |