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 | $130,073 | $110,257+18.0% | $96,544+34.7% | $139,434-6.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.42% | 26.32%-3.9pp | 25.84%-3.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,584 | $3,620-28.6% | $2,965-12.8% | $4,751-45.6% |
| Participant deferral / active EE | $4,811 | $5,548-13.3% | $4,851-0.8% | $6,710-28.3% |
| Admin fee / account holder | $8,988 | $11,591-22.5% | $8,252+8.9% | $11,403-21.2% |