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 | $146,129 | $127,065+15.0% | $113,168+29.1% | $142,382+2.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.43% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,675 | $3,442-22.3% | $2,975-10.1% | $4,299-37.8% |
| Participant deferral / active EE | $8,000 | $5,716+40.0% | $5,107+56.7% | $6,507+22.9% |
| Admin fee / account holder | $3,306 | $15,736-79.0% | $12,068-72.6% | $12,624-73.8% |