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 | $127,631 | $106,584+19.7% | $101,326+26.0% | $142,382-10.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.13% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $7,218 | $3,956+82.5% | $3,665+96.9% | $4,299+67.9% |
| Participant deferral / active EE | $18,775 | $8,297+126.3% | $7,994+134.9% | $6,507+188.5% |
| Admin fee / account holder | $7,278 | $11,446-36.4% | $11,185-34.9% | $12,624-42.4% |