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 9-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 | $145,664 | $77,419+88.2% | $69,455+109.7% | $152,861-4.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.04% | 39.06%-13.0pp | 28.97%-2.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $5,859 | $3,315+76.7% | $2,779+110.8% | $4,762+23.0% |
| Participant deferral / active EE | $9,829 | $4,414+122.7% | $3,535+178.0% | $5,850+68.0% |
| Admin fee / account holder | $5,574 | $6,207-10.2% | $3,839+45.2% | $11,596-51.9% |