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 7-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 | $134,428 | $106,515+26.2% | $96,683+39.0% | $139,434-3.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,738 | $4,103+15.5% | $3,737+26.8% | $4,751-0.3% |
| Participant deferral / active EE | $10,969 | $5,454+101.1% | $4,878+124.8% | $6,710+63.5% |
| Admin fee / account holder | $2,046 | $7,877-74.0% | $6,730-69.6% | $11,403-82.1% |