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 10-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 | $130,874 | $117,983+10.9% | $101,794+28.6% | $142,382-8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.82% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $11,183 | $2,773+303.3% | $2,289+388.6% | $4,299+160.1% |
| Participant deferral / active EE | $7,126 | $4,714+51.2% | $4,084+74.5% | $6,507+9.5% |
| Admin fee / account holder | $5,214 | $10,433-50.0% | $8,777-40.6% | $12,624-58.7% |