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 8-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 | $138,581 | $177,572-22.0% | $154,803-10.5% | $142,382-2.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.81% | 65.07%-28.3pp | 58.88%-22.1pp | 217.08%-180.3pp |
| Employer contribution / active EE | $9,408 | $4,810+95.6% | $4,305+118.5% | $4,299+118.8% |
| Participant deferral / active EE | $8,358 | $6,272+33.3% | $5,540+50.8% | $6,507+28.4% |
| Admin fee / account holder | $3,706 | $16,786-77.9% | $14,329-74.1% | $12,624-70.6% |