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 | $134,772 | $106,584+26.4% | $101,326+33.0% | $142,382-5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.16% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,475 | $3,956-37.4% | $3,665-32.5% | $4,299-42.4% |
| Participant deferral / active EE | $4,021 | $8,297-51.5% | $7,994-49.7% | $6,507-38.2% |
| Admin fee / account holder | $646 | $11,446-94.4% | $11,185-94.2% | $12,624-94.9% |