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 | $137,023 | $127,065+7.8% | $113,168+21.1% | $142,382-3.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.99% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,100 | $3,442-9.9% | $2,975+4.2% | $4,299-27.9% |
| Participant deferral / active EE | $4,740 | $5,716-17.1% | $5,107-7.2% | $6,507-27.2% |
| Admin fee / account holder | $5,661 | $15,736-64.0% | $12,068-53.1% | $12,624-55.2% |