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 | $121,131 | $105,859+14.4% | $90,160+34.4% | $147,584-17.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 37.63%-21.3pp | 34.88%-18.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,246 | $4,126+2.9% | $3,318+28.0% | $4,876-12.9% |
| Participant deferral / active EE | $5,892 | $5,733+2.8% | $5,288+11.4% | $5,439+8.3% |
| Admin fee / account holder | $630 | $8,046-92.2% | $5,943-89.4% | $10,885-94.2% |