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 | $132,284 | $214,378-38.3% | $200,582-34.1% | $142,382-7.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.52% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,328 | $6,841+7.1% | $6,419+14.2% | $4,299+70.5% |
| Participant deferral / active EE | $23,373 | $9,865+136.9% | $9,331+150.5% | $6,507+259.2% |
| Admin fee / account holder | $10,569 | $17,692-40.3% | $16,305-35.2% | $12,624-16.3% |