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 | $118,983 | $117,983+0.8% | $101,794+16.9% | $142,382-16.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.94% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,133 | $2,773-23.1% | $2,289-6.8% | $4,299-50.4% |
| Participant deferral / active EE | $4,161 | $4,714-11.7% | $4,084+1.9% | $6,507-36.1% |
| Admin fee / account holder | $8,501 | $10,433-18.5% | $8,777-3.1% | $12,624-32.7% |