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 | $137,353 | $118,427+16.0% | $66,042+108.0% | $142,382-3.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.41% | 35.57%-24.2pp | 52.11%-40.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,891 | $2,570+12.5% | $1,579+83.1% | $4,299-32.8% |
| Participant deferral / active EE | $5,328 | $4,311+23.6% | $2,835+87.9% | $6,507-18.1% |
| Admin fee / account holder | $26,568 | $9,593+176.9% | $5,747+362.3% | $12,624+110.5% |