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 9-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 | $135,341 | $105,859+27.9% | $90,160+50.1% | $147,584-8.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.67% | 37.63%-24.0pp | 34.88%-21.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,903 | $4,126-53.9% | $3,318-42.7% | $4,876-61.0% |
| Participant deferral / active EE | $8,500 | $5,733+48.3% | $5,288+60.8% | $5,439+56.3% |
| Admin fee / account holder | $467 | $8,046-94.2% | $5,943-92.1% | $10,885-95.7% |