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 | $121,462 | $103,376+17.5% | $87,100+39.5% | $152,861-20.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.26% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,478 | $3,220-23.0% | $2,521-1.7% | $4,762-48.0% |
| Participant deferral / active EE | $6,322 | $4,778+32.3% | $4,049+56.2% | $5,850+8.1% |
| Admin fee / account holder | $2,975 | $12,205-75.6% | $7,497-60.3% | $11,596-74.3% |