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 6-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 | $137,560 | $214,378-35.8% | $200,582-31.4% | $142,382-3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.07% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,949 | $6,841-27.7% | $6,419-22.9% | $4,299+15.1% |
| Participant deferral / active EE | $9,086 | $9,865-7.9% | $9,331-2.6% | $6,507+39.6% |
| Admin fee / account holder | $12,441 | $17,692-29.7% | $16,305-23.7% | $12,624-1.4% |