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 8-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 | $180,508 | $111,754+61.5% | $103,333+74.7% | $145,922+23.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.12% | 24.77%-5.6pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $13,840 | $4,212+228.5% | $3,868+257.8% | $4,660+197.0% |
| Participant deferral / active EE | $10,605 | $5,619+88.7% | $5,057+109.7% | $6,688+58.6% |
| Admin fee / account holder | $3,143 | $9,750-67.8% | $8,355-62.4% | $13,397-76.5% |