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 4-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 | $136,151 | $179,726-24.2% | $156,263-12.9% | $142,382-4.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.88% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,703 | $5,069-46.7% | $4,333-37.6% | $4,299-37.1% |
| Participant deferral / active EE | $8,085 | $6,956+16.2% | $6,158+31.3% | $6,507+24.2% |
| Admin fee / account holder | $1,321 | $17,272-92.4% | $14,255-90.7% | $12,624-89.5% |