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 | $148,741 | $71,809+107.1% | $61,048+143.6% | $152,861-2.7% |
| Participation rate | 95.8% | 84.2%+11.7pp | 79.3%+16.5pp | 82.4%+13.4pp |
| Annual return | 19.07% | 29.74%-10.7pp | 26.18%-7.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $10,276 | $4,545+126.1% | $3,716+176.5% | $4,762+115.8% |
| Participant deferral / active EE | $2,292 | $5,467-58.1% | $4,470-48.7% | $5,850-60.8% |
| Admin fee / account holder | $3,730 | $4,750-21.5% | $3,728+0.1% | $11,596-67.8% |