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 3-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 | $122,824 | $110,261+11.4% | $95,745+28.3% | $139,434-11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 27.11%-10.8pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,018 | $3,257-7.4% | $2,835+6.5% | $4,751-36.5% |
| Participant deferral / active EE | $7,937 | $4,676+69.7% | $4,245+87.0% | $6,710+18.3% |
| Admin fee / account holder | $10,969 | $6,613+65.9% | $5,678+93.2% | $11,403-3.8% |