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 | $122,129 | $140,940-13.3% | $112,229+8.8% | $139,434-12.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.54% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,177 | $4,283-49.2% | $3,430-36.5% | $4,751-54.2% |
| Participant deferral / active EE | $3,374 | $5,874-42.6% | $4,798-29.7% | $6,710-49.7% |
| Admin fee / account holder | $24,042 | $9,954+141.5% | $7,748+210.3% | $11,403+110.9% |