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 | $175,058 | $124,319+40.8% | $111,297+57.3% | $167,490+4.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 24.03% | 37.44%-13.4pp | 54.65%-30.6pp | 478.56%-454.5pp |
| Employer contribution / active EE | $3,052 | $3,435-11.2% | $2,731+11.8% | $4,837-36.9% |
| Participant deferral / active EE | $10,839 | $5,180+109.2% | $4,487+141.6% | $6,341+70.9% |
| Admin fee / account holder | $7,210 | $10,618-32.1% | $7,964-9.5% | $12,309-41.4% |