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 | $131,360 | $93,571+40.4% | $135,903-3.3% | $75,163+74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.27% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $7,056 | $3,537+99.5% | $4,856+45.3% | $2,670+164.3% |
| Participant deferral / active EE | $8,183 | $6,404+27.8% | $7,758+5.5% | $4,125+98.4% |
| Admin fee / account holder | $4,237 | $6,975-39.3% | $10,762-60.6% | $5,651-25.0% |