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 | $141,103 | $104,974+34.4% | $95,585+47.6% | $142,382-0.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 210.33%-191.7pp | 38.56%-20.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,607 | $2,779-42.2% | $2,527-36.4% | $4,299-62.6% |
| Participant deferral / active EE | $9,112 | $4,352+109.4% | $4,023+126.5% | $6,507+40.0% |
| Admin fee / account holder | $2,141 | $6,386-66.5% | $6,127-65.1% | $12,624-83.0% |