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 7-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 | $145,233 | $110,257+31.7% | $96,544+50.4% | $139,434+4.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.74% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,389 | $3,620+21.2% | $2,965+48.0% | $4,751-7.6% |
| Participant deferral / active EE | $20,300 | $5,548+265.9% | $4,851+318.5% | $6,710+202.5% |
| Admin fee / account holder | $1,326 | $11,591-88.6% | $8,252-83.9% | $11,403-88.4% |