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 | $135,028 | $117,841+14.6% | $102,423+31.8% | $145,922-7.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.73% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,923 | $3,615-19.1% | $3,023-3.3% | $4,660-37.3% |
| Participant deferral / active EE | $7,911 | $5,731+38.0% | $5,053+56.6% | $6,688+18.3% |
| Admin fee / account holder | $11,888 | $13,326-10.8% | $9,451+25.8% | $13,397-11.3% |