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 | $115,036 | $117,841-2.4% | $102,423+12.3% | $145,922-21.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 18.75% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $15,034 | $3,615+315.9% | $3,023+397.2% | $4,660+222.6% |
| Participant deferral / active EE | $15,250 | $5,731+166.1% | $5,053+201.8% | $6,688+128.0% |
| Admin fee / account holder | $737 | $13,326-94.5% | $9,451-92.2% | $13,397-94.5% |