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 4-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 | $140,908 | $127,065+10.9% | $113,168+24.5% | $142,382-1.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.95% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,720 | $3,442+37.1% | $2,975+58.6% | $4,299+9.8% |
| Participant deferral / active EE | $14,344 | $5,716+150.9% | $5,107+180.9% | $6,507+120.4% |
| Admin fee / account holder | $14,353 | $15,736-8.8% | $12,068+18.9% | $12,624+13.7% |