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 | $133,115 | $107,334+24.0% | $92,893+43.3% | $152,861-12.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.01% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,222 | $4,221-71.1% | $3,653-66.6% | $4,762-74.3% |
| Participant deferral / active EE | $2,825 | $4,845-41.7% | $4,236-33.3% | $5,850-51.7% |
| Admin fee / account holder | $10,039 | $7,079+41.8% | $5,794+73.3% | $11,596-13.4% |