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 7-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 | $179,114 | $214,378-16.4% | $200,582-10.7% | $142,382+25.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.17% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,566 | $6,841+10.6% | $6,419+17.9% | $4,299+76.0% |
| Participant deferral / active EE | $13,633 | $9,865+38.2% | $9,331+46.1% | $6,507+109.5% |
| Admin fee / account holder | $9,852 | $17,692-44.3% | $16,305-39.6% | $12,624-22.0% |