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 | $136,774 | $106,515+28.4% | $96,683+41.5% | $139,434-1.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.45% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,143 | $4,103+1.0% | $3,737+10.9% | $4,751-12.8% |
| Participant deferral / active EE | $8,917 | $5,454+63.5% | $4,878+82.8% | $6,710+32.9% |
| Admin fee / account holder | $19,939 | $7,877+153.1% | $6,730+196.3% | $11,403+74.9% |