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 | $120,681 | $106,515+13.3% | $96,683+24.8% | $139,434-13.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,125 | $4,103-48.2% | $3,737-43.1% | $4,751-55.3% |
| Participant deferral / active EE | $6,256 | $5,454+14.7% | $4,878+28.2% | $6,710-6.8% |
| Admin fee / account holder | $413 | $7,877-94.8% | $6,730-93.9% | $11,403-96.4% |