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 | $166,485 | $114,237+45.7% | $119,258+39.6% | $167,490-0.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.49% | 29.87%-14.4pp | 30.69%-15.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $6,136 | $4,481+36.9% | $4,384+40.0% | $4,837+26.8% |
| Participant deferral / active EE | $2,609 | $6,084-57.1% | $6,111-57.3% | $6,341-58.9% |
| Admin fee / account holder | $546 | $8,932-93.9% | $7,226-92.4% | $12,309-95.6% |