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 6-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 | $126,669 | $102,616+23.4% | $81,983+54.5% | $158,922-20.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.35% | 61.04%-46.7pp | 41.31%-27.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,500 | $3,240-53.7% | $2,498-40.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,840 | $4,648+47.2% | $3,722+83.8% | $5,982+14.3% |
| Admin fee / account holder | $2,289 | $8,235-72.2% | $5,664-59.6% | $11,246-79.6% |