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 | $135,121 | $106,515+26.9% | $96,683+39.8% | $139,434-3.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.21% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,959 | $4,103-3.5% | $3,737+5.9% | $4,751-16.7% |
| Participant deferral / active EE | $7,400 | $5,454+35.7% | $4,878+51.7% | $6,710+10.3% |
| Admin fee / account holder | $15,100 | $7,877+91.7% | $6,730+124.4% | $11,403+32.4% |