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 9-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 | $117,077 | $148,978-21.4% | $200,582-41.6% | $84,808+38.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.37% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,067 | $4,815+5.2% | $6,419-21.1% | $2,631+92.6% |
| Participant deferral / active EE | $9,500 | $7,142+33.0% | $9,331+1.8% | $4,212+125.6% |
| Admin fee / account holder | $6,113 | $13,977-56.3% | $16,305-62.5% | $7,344-16.8% |