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 | $128,132 | $163,101-21.4% | $136,749-6.3% | $142,382-10.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.09% | 27.54%-4.5pp | 24.33%-1.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,070 | $4,117+23.2% | $3,400+49.2% | $4,299+17.9% |
| Participant deferral / active EE | $11,975 | $5,585+114.4% | $4,692+155.2% | $6,507+84.0% |
| Admin fee / account holder | $397 | $14,318-97.2% | $11,386-96.5% | $12,624-96.9% |