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 | $120,334 | $86,286+39.5% | $111,297+8.1% | $85,850+40.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.13% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,930 | $2,043-5.6% | $2,731-29.3% | $2,565-24.8% |
| Participant deferral / active EE | $6,041 | $3,641+65.9% | $4,487+34.6% | $3,952+52.9% |
| Admin fee / account holder | $2,778 | $8,188-66.1% | $7,964-65.1% | $6,260-55.6% |