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 | $145,410 | $127,386+14.1% | $115,037+26.4% | $125,391+16.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.26% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,472 | $5,166-32.8% | $4,608-24.7% | $4,866-28.7% |
| Participant deferral / active EE | $7,171 | $6,423+11.6% | $6,026+19.0% | $5,352+34.0% |
| Admin fee / account holder | $324 | $9,516-96.6% | $8,175-96.0% | $9,540-96.6% |