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 | $138,471 | $110,257+25.6% | $96,544+43.4% | $139,434-0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.89% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $12,478 | $3,620+244.7% | $2,965+320.8% | $4,751+162.6% |
| Participant deferral / active EE | $12,553 | $5,548+126.3% | $4,851+158.8% | $6,710+87.1% |
| Admin fee / account holder | $1,438 | $11,591-87.6% | $8,252-82.6% | $11,403-87.4% |