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 | $162,280 | $127,065+27.7% | $113,168+43.4% | $142,382+14.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.98% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,598 | $3,442+120.7% | $2,975+155.4% | $4,299+76.7% |
| Participant deferral / active EE | $11,938 | $5,716+108.8% | $5,107+133.8% | $6,507+83.5% |
| Admin fee / account holder | $2,144 | $15,736-86.4% | $12,068-82.2% | $12,624-83.0% |