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 7-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 | $142,993 | $95,266+50.1% | $82,389+73.6% | $142,382+0.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.11% | 25.74%-9.6pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,109 | $2,991+104.3% | $2,517+142.7% | $4,299+42.1% |
| Participant deferral / active EE | $8,100 | $4,809+68.4% | $4,155+95.0% | $6,507+24.5% |
| Admin fee / account holder | $813 | $8,563-90.5% | $7,231-88.8% | $12,624-93.6% |