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 8-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 | $127,905 | $117,983+8.4% | $101,794+25.7% | $142,382-10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.21% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $847 | $2,773-69.5% | $2,289-63.0% | $4,299-80.3% |
| Participant deferral / active EE | $1,391 | $4,714-70.5% | $4,084-66.0% | $6,507-78.6% |
| Admin fee / account holder | $3,185 | $10,433-69.5% | $8,777-63.7% | $12,624-74.8% |