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 | $123,973 | $106,584+16.3% | $101,326+22.4% | $142,382-12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.35% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,989 | $3,956+26.1% | $3,665+36.1% | $4,299+16.0% |
| Participant deferral / active EE | $4,276 | $8,297-48.5% | $7,994-46.5% | $6,507-34.3% |
| Admin fee / account holder | $1,280 | $11,446-88.8% | $11,185-88.6% | $12,624-89.9% |