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 | $110,443 | $163,101-32.3% | $136,749-19.2% | $142,382-22.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.33% | 27.54%-8.2pp | 24.33%-5.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,750 | $4,117-8.9% | $3,400+10.3% | $4,299-12.8% |
| Participant deferral / active EE | $2,382 | $5,585-57.3% | $4,692-49.2% | $6,507-63.4% |
| Admin fee / account holder | $7,498 | $14,318-47.6% | $11,386-34.1% | $12,624-40.6% |