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 | $140,335 | $106,515+31.8% | $96,683+45.1% | $139,434+0.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,178 | $4,103-22.6% | $3,737-15.0% | $4,751-33.1% |
| Participant deferral / active EE | $4,792 | $5,454-12.1% | $4,878-1.8% | $6,710-28.6% |
| Admin fee / account holder | $2,387 | $7,877-69.7% | $6,730-64.5% | $11,403-79.1% |