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 | $132,221 | $175,202-24.5% | $149,673-11.7% | $139,434-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,162 | $5,474-60.5% | $4,818-55.1% | $4,751-54.5% |
| Participant deferral / active EE | $17,710 | $6,519+171.7% | $5,680+211.8% | $6,710+163.9% |
| Admin fee / account holder | $8,479 | $16,150-47.5% | $13,210-35.8% | $11,403-25.6% |