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 6-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 | $137,732 | $117,983+16.7% | $101,794+35.3% | $142,382-3.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.66% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,833 | $2,773+38.2% | $2,289+67.5% | $4,299-10.8% |
| Participant deferral / active EE | $6,196 | $4,714+31.5% | $4,084+51.7% | $6,507-4.8% |
| Admin fee / account holder | $2,910 | $10,433-72.1% | $8,777-66.8% | $12,624-76.9% |