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 4-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 | $182,632 | $106,584+71.4% | $101,326+80.2% | $142,382+28.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.78% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $11,182 | $3,956+182.7% | $3,665+205.1% | $4,299+160.1% |
| Participant deferral / active EE | $31,000 | $8,297+273.6% | $7,994+287.8% | $6,507+376.4% |
| Admin fee / account holder | $1,352 | $11,446-88.2% | $11,185-87.9% | $12,624-89.3% |