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 | $138,707 | $140,588-1.3% | $123,104+12.7% | $125,391+10.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.45% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $13,349 | $6,041+121.0% | $5,151+159.1% | $4,866+174.3% |
| Participant deferral / active EE | $12,962 | $6,980+85.7% | $6,230+108.1% | $5,352+142.2% |
| Admin fee / account holder | $9,192 | $11,198-17.9% | $9,015+2.0% | $9,540-3.7% |