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 | $135,762 | $185,822-26.9% | $169,993-20.1% | $139,434-2.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.15% | 60.50%-41.4pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $27,579 | $7,590+263.4% | $6,785+306.5% | $4,751+480.5% |
| Participant deferral / active EE | $16,407 | $11,622+41.2% | $10,408+57.6% | $6,710+144.5% |
| Admin fee / account holder | $1,525 | $15,381-90.1% | $12,815-88.1% | $11,403-86.6% |