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 | $139,260 | $104,974+32.7% | $95,585+45.7% | $142,382-2.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,886 | $2,779+147.8% | $2,527+172.5% | $4,299+60.2% |
| Participant deferral / active EE | $9,300 | $4,352+113.7% | $4,023+131.2% | $6,507+42.9% |
| Admin fee / account holder | $3,758 | $6,386-41.2% | $6,127-38.7% | $12,624-70.2% |