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 | $141,283 | $117,983+19.7% | $101,794+38.8% | $142,382-0.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.69% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,978 | $2,773-28.7% | $2,289-13.6% | $4,299-54.0% |
| Participant deferral / active EE | $3,931 | $4,714-16.6% | $4,084-3.7% | $6,507-39.6% |
| Admin fee / account holder | $4,465 | $10,433-57.2% | $8,777-49.1% | $12,624-64.6% |