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 9-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 | $120,137 | $111,754+7.5% | $103,333+16.3% | $145,922-17.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,880 | $4,212+15.8% | $3,868+26.2% | $4,660+4.7% |
| Participant deferral / active EE | $8,916 | $5,619+58.7% | $5,057+76.3% | $6,688+33.3% |
| Admin fee / account holder | $4,258 | $9,750-56.3% | $8,355-49.0% | $13,397-68.2% |