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 | $139,087 | $115,770+20.1% | $101,248+37.4% | $158,922-12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.92% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,976 | $4,175+67.1% | $3,660+90.6% | $4,761+46.5% |
| Participant deferral / active EE | $9,750 | $4,957+96.7% | $4,370+123.1% | $5,982+63.0% |
| Admin fee / account holder | $986 | $7,245-86.4% | $5,945-83.4% | $11,246-91.2% |