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 | $146,243 | $214,378-31.8% | $200,582-27.1% | $142,382+2.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.03% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $35,313 | $6,841+416.2% | $6,419+450.1% | $4,299+721.4% |
| Participant deferral / active EE | $69,912 | $9,865+608.7% | $9,331+649.2% | $6,507+974.4% |
| Admin fee / account holder | $15,064 | $17,692-14.9% | $16,305-7.6% | $12,624+19.3% |