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 | $141,758 | $176,812-19.8% | $146,665-3.3% | $167,490-15.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.36% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,939 | $5,160-4.3% | $4,136+19.4% | $4,837+2.1% |
| Participant deferral / active EE | $8,818 | $6,440+36.9% | $5,506+60.2% | $6,341+39.1% |
| Admin fee / account holder | $6,153 | $13,259-53.6% | $10,280-40.1% | $12,309-50.0% |