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 10-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 | $137,104 | $214,378-36.0% | $200,582-31.6% | $142,382-3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.21% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,474 | $6,841-49.2% | $6,419-45.9% | $4,299-19.2% |
| Participant deferral / active EE | $8,597 | $9,865-12.8% | $9,331-7.9% | $6,507+32.1% |
| Admin fee / account holder | $5,181 | $17,692-70.7% | $16,305-68.2% | $12,624-59.0% |