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 5-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 | $131,599 | $108,919+20.8% | $100,391+31.1% | $145,922-9.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,957 | $4,419-33.1% | $3,942-25.0% | $4,660-36.5% |
| Participant deferral / active EE | $12,533 | $8,445+48.4% | $8,082+55.1% | $6,688+87.4% |
| Admin fee / account holder | $1,302 | $9,689-86.6% | $7,899-83.5% | $13,397-90.3% |