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 | $133,985 | $111,754+19.9% | $103,333+29.7% | $145,922-8.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.25% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,377 | $4,212-67.3% | $3,868-64.4% | $4,660-70.4% |
| Participant deferral / active EE | $8,009 | $5,619+42.5% | $5,057+58.4% | $6,688+19.8% |
| Admin fee / account holder | $23,762 | $9,750+143.7% | $8,355+184.4% | $13,397+77.4% |