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 9-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 | $120,984 | $106,515+13.6% | $96,683+25.1% | $139,434-13.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.30% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,512 | $4,103-38.8% | $3,737-32.8% | $4,751-47.1% |
| Participant deferral / active EE | $6,525 | $5,454+19.6% | $4,878+33.8% | $6,710-2.8% |
| Admin fee / account holder | $5,771 | $7,877-26.7% | $6,730-14.2% | $11,403-49.4% |