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 | $145,391 | $94,752+53.4% | $112,887+28.8% | $139,434+4.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.86% | 40.88%-19.0pp | 34.10%-12.2pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,527 | $4,625-23.8% | $4,563-22.7% | $4,751-25.8% |
| Participant deferral / active EE | $4,334 | $6,512-33.4% | $6,513-33.5% | $6,710-35.4% |
| Admin fee / account holder | $2,575 | $8,527-69.8% | $7,047-63.5% | $11,403-77.4% |