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 | $134,187 | $157,256-14.7% | $141,162-4.9% | $152,861-12.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.54% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $5,587 | $5,261+6.2% | $4,735+18.0% | $4,762+17.3% |
| Participant deferral / active EE | $11,277 | $7,109+58.6% | $6,709+68.1% | $5,850+92.8% |
| Admin fee / account holder | $5,368 | $12,120-55.7% | $10,261-47.7% | $11,596-53.7% |