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 8-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 | $142,233 | $171,164-16.9% | $127,761+11.3% | $152,861-7.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 14.56% | 23.54%-9.0pp | 26.14%-11.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $37,380 | $5,447+586.2% | $4,574+717.2% | $4,762+684.9% |
| Participant deferral / active EE | $25,000 | $7,038+255.2% | $6,021+315.2% | $5,850+327.3% |
| Admin fee / account holder | $1,700 | $14,530-88.3% | $9,395-81.9% | $11,596-85.3% |