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 | $150,745 | $111,754+34.9% | $103,333+45.9% | $145,922+3.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $13,172 | $4,212+212.7% | $3,868+240.5% | $4,660+182.7% |
| Participant deferral / active EE | $11,126 | $5,619+98.0% | $5,057+120.0% | $6,688+66.4% |
| Admin fee / account holder | $2,853 | $9,750-70.7% | $8,355-65.8% | $13,397-78.7% |