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 | $139,649 | $106,515+31.1% | $96,683+44.4% | $139,434+0.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $8,479 | $4,103+106.7% | $3,737+126.9% | $4,751+78.5% |
| Participant deferral / active EE | $4,624 | $5,454-15.2% | $4,878-5.2% | $6,710-31.1% |
| Admin fee / account holder | $887 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |