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 8-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 | $120,416 | $114,381+5.3% | $107,525+12.0% | $142,382-15.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,596 | $4,015-35.3% | $3,754-30.8% | $4,299-39.6% |
| Participant deferral / active EE | $5,968 | $5,564+7.2% | $5,116+16.7% | $6,507-8.3% |
| Admin fee / account holder | $516 | $9,860-94.8% | $8,919-94.2% | $12,624-95.9% |