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 5-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 | $157,524 | $111,754+41.0% | $103,333+52.4% | $145,922+8.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 24.77%-11.5pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,907 | $4,212+40.2% | $3,868+52.7% | $4,660+26.8% |
| Participant deferral / active EE | $9,360 | $5,619+66.6% | $5,057+85.1% | $6,688+40.0% |
| Admin fee / account holder | $1,481 | $9,750-84.8% | $8,355-82.3% | $13,397-88.9% |