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 | $133,041 | $152,587-12.8% | $125,175+6.3% | $152,861-13.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.01% | 54.84%-26.8pp | 43.79%-15.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $5,091 | $4,946+2.9% | $3,865+31.7% | $4,762+6.9% |
| Participant deferral / active EE | $2,779 | $5,868-52.6% | $4,937-43.7% | $5,850-52.5% |
| Admin fee / account holder | $1,424 | $13,434-89.4% | $9,702-85.3% | $11,596-87.7% |