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 | $125,190 | $140,588-11.0% | $123,104+1.7% | $125,391-0.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.55% | 16.80%-16.3pp | 13.22%-12.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $4,823 | $6,041-20.2% | $5,151-6.4% | $4,866-0.9% |
| Participant deferral / active EE | $11,932 | $6,980+70.9% | $6,230+91.5% | $5,352+123.0% |
| Admin fee / account holder | $1,973 | $11,198-82.4% | $9,015-78.1% | $9,540-79.3% |