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 4-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 | $125,355 | $118,450+5.8% | $98,439+27.3% | $139,434-10.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.99% | 18.94%-3.9pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,369 | $3,609+48.8% | $3,048+76.1% | $4,751+13.0% |
| Participant deferral / active EE | $7,725 | $5,392+43.3% | $4,738+63.0% | $6,710+15.1% |
| Admin fee / account holder | $12,472 | $14,026-11.1% | $8,948+39.4% | $11,403+9.4% |