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 6-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 | $140,360 | $148,534-5.5% | $135,903+3.3% | $139,434+0.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.69% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,459 | $5,243-53.1% | $4,856-49.4% | $4,751-48.2% |
| Participant deferral / active EE | $13,632 | $8,100+68.3% | $7,758+75.7% | $6,710+103.2% |
| Admin fee / account holder | $16,639 | $12,400+34.2% | $10,762+54.6% | $11,403+45.9% |