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 8-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 | $165,811 | $114,381+45.0% | $107,525+54.2% | $142,382+16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.10% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $15,445 | $4,015+284.7% | $3,754+311.5% | $4,299+259.3% |
| Participant deferral / active EE | $12,320 | $5,564+121.4% | $5,116+140.8% | $6,507+89.3% |
| Admin fee / account holder | $850 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |