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 | $133,362 | $94,338+41.4% | $100,534+32.7% | $142,382-6.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.75% | 29.20%-11.5pp | 32.66%-14.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,894 | $4,237+86.3% | $4,346+81.6% | $4,299+83.6% |
| Participant deferral / active EE | $13,542 | $5,934+128.2% | $6,144+120.4% | $6,507+108.1% |
| Admin fee / account holder | $690 | $8,421-91.8% | $7,654-91.0% | $12,624-94.5% |