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 | $133,172 | $127,065+4.8% | $113,168+17.7% | $142,382-6.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.29% | 24.03%+2.3pp | 24.27%+2.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $3,600 | $3,442+4.6% | $2,975+21.0% | $4,299-16.3% |
| Participant deferral / active EE | $5,350 | $5,716-6.4% | $5,107+4.8% | $6,507-17.8% |
| Admin fee / account holder | $6,136 | $15,736-61.0% | $12,068-49.2% | $12,624-51.4% |