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 | $139,594 | $127,065+9.9% | $113,168+23.4% | $142,382-2.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.59% | 24.03%-10.4pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $32,576 | $3,442+846.4% | $2,975+994.9% | $4,299+657.7% |
| Participant deferral / active EE | $11,285 | $5,716+97.4% | $5,107+121.0% | $6,507+73.4% |
| Admin fee / account holder | $2,114 | $15,736-86.6% | $12,068-82.5% | $12,624-83.3% |