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 | $83,170 | $125,758-33.9% | $169,993-51.1% | $75,163+10.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 33.75% | 27.20%+6.6pp | 53.37%-19.6pp | 160.62%-126.9pp |
| Employer contribution / active EE | $8,244 | $4,615+78.6% | $6,785+21.5% | $2,670+208.8% |
| Participant deferral / active EE | $15,071 | $6,837+120.4% | $10,408+44.8% | $4,125+265.4% |
| Admin fee / account holder | $1,541 | $8,173-81.1% | $12,815-88.0% | $5,651-72.7% |