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 3-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 | $127,988 | $106,584+20.1% | $101,326+26.3% | $142,382-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.43% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,773 | $3,956-29.9% | $3,665-24.3% | $4,299-35.5% |
| Participant deferral / active EE | $11,566 | $8,297+39.4% | $7,994+44.7% | $6,507+77.7% |
| Admin fee / account holder | $663 | $11,446-94.2% | $11,185-94.1% | $12,624-94.7% |