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 | $140,278 | $114,381+22.6% | $107,525+30.5% | $142,382-1.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.84% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,297 | $4,015-17.9% | $3,754-12.2% | $4,299-23.3% |
| Participant deferral / active EE | $9,703 | $5,564+74.4% | $5,116+89.7% | $6,507+49.1% |
| Admin fee / account holder | $9,353 | $9,860-5.1% | $8,919+4.9% | $12,624-25.9% |