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 | $158,991 | $95,862+65.9% | $79,550+99.9% | $134,475+18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 35.96% | -2.69%+38.6pp | 0.16%+35.8pp | 417.96%-382.0pp |
| Employer contribution / active EE | $1,490 | $3,128-52.4% | $2,413-38.3% | $4,740-68.6% |
| Participant deferral / active EE | $10,928 | $4,693+132.9% | $3,985+174.2% | $6,400+70.8% |
| Admin fee / account holder | $1,979 | $9,126-78.3% | $6,832-71.0% | $11,426-82.7% |