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 8-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 | $142,213 | $109,881+29.4% | $150,045-5.2% | $84,808+67.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.44% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,442 | $3,561-31.4% | $4,693-48.0% | $2,631-7.2% |
| Participant deferral / active EE | $9,184 | $6,636+38.4% | $7,997+14.8% | $4,212+118.1% |
| Admin fee / account holder | $708 | $8,568-91.7% | $13,435-94.7% | $7,344-90.4% |