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 | $130,449 | $106,584+22.4% | $101,326+28.7% | $142,382-8.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.05% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,692 | $3,956+94.5% | $3,665+109.9% | $4,299+78.9% |
| Participant deferral / active EE | $2,789 | $8,297-66.4% | $7,994-65.1% | $6,507-57.1% |
| Admin fee / account holder | $11,719 | $11,446+2.4% | $11,185+4.8% | $12,624-7.2% |