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 | $125,546 | $117,983+6.4% | $101,794+23.3% | $142,382-11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.57% | 36.92%-19.3pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $15,835 | $2,773+471.1% | $2,289+591.8% | $4,299+268.3% |
| Participant deferral / active EE | $11,556 | $4,714+145.2% | $4,084+183.0% | $6,507+77.6% |
| Admin fee / account holder | $1,068 | $10,433-89.8% | $8,777-87.8% | $12,624-91.5% |