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 7-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 | $210,099 | $117,983+78.1% | $101,794+106.4% | $142,382+47.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.31% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,302 | $2,773-17.0% | $2,289+0.6% | $4,299-46.5% |
| Participant deferral / active EE | $4,407 | $4,714-6.5% | $4,084+7.9% | $6,507-32.3% |
| Admin fee / account holder | $653 | $10,433-93.7% | $8,777-92.6% | $12,624-94.8% |