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 | $137,122 | $95,266+43.9% | $82,389+66.4% | $142,382-3.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.82% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,810 | $2,991+94.2% | $2,517+130.8% | $4,299+35.1% |
| Participant deferral / active EE | $7,491 | $4,809+55.8% | $4,155+80.3% | $6,507+15.1% |
| Admin fee / account holder | $7,349 | $8,563-14.2% | $7,231+1.6% | $12,624-41.8% |