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 | $126,631 | $96,484+31.2% | $75,886+66.9% | $152,861-17.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 12.33% | 33.98%-21.7pp | 30.76%-18.4pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,006 | $3,309-39.4% | $2,500-19.8% | $4,762-57.9% |
| Participant deferral / active EE | $5,991 | $4,553+31.6% | $3,603+66.3% | $5,850+2.4% |
| Admin fee / account holder | $1,369 | $8,078-83.1% | $5,418-74.7% | $11,596-88.2% |