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 | $144,485 | $107,334+34.6% | $92,893+55.5% | $152,861-5.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.70% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,280 | $4,221+25.1% | $3,653+44.6% | $4,762+10.9% |
| Participant deferral / active EE | $9,500 | $4,845+96.1% | $4,236+124.3% | $5,850+62.4% |
| Admin fee / account holder | $1,126 | $7,079-84.1% | $5,794-80.6% | $11,596-90.3% |