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 | $124,012 | $95,561+29.8% | $77,163+60.7% | $139,434-11.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.37% | 54.92%-34.5pp | 37.87%-17.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $16,153 | $3,147+413.2% | $2,535+537.2% | $4,751+240.0% |
| Participant deferral / active EE | $12,948 | $4,624+180.0% | $3,833+237.8% | $6,710+93.0% |
| Admin fee / account holder | $449 | $8,295-94.6% | $5,472-91.8% | $11,403-96.1% |