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 5-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 | $127,171 | $127,065+0.1% | $113,168+12.4% | $142,382-10.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.62% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.5pp |
| Employer contribution / active EE | $27,314 | $3,442+693.5% | $2,975+818.1% | $4,299+535.3% |
| Participant deferral / active EE | $33,760 | $5,716+490.6% | $5,107+561.1% | $6,507+418.8% |
| Admin fee / account holder | $78,144 | $15,736+396.6% | $12,068+547.5% | $12,624+519.0% |