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 | $152,901 | $111,754+36.8% | $103,333+48.0% | $145,922+4.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.36% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $10,920 | $4,212+159.2% | $3,868+182.3% | $4,660+134.3% |
| Participant deferral / active EE | $10,314 | $5,619+83.6% | $5,057+103.9% | $6,688+54.2% |
| Admin fee / account holder | $776 | $9,750-92.0% | $8,355-90.7% | $13,397-94.2% |