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 3-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 | $142,846 | $177,572-19.6% | $154,803-7.7% | $142,382+0.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.39% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $7,604 | $4,810+58.1% | $4,305+76.6% | $4,299+76.9% |
| Participant deferral / active EE | $12,668 | $6,272+102.0% | $5,540+128.6% | $6,507+94.7% |
| Admin fee / account holder | $687 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |