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 | $141,516 | $114,381+23.7% | $107,525+31.6% | $142,382-0.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.58% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $7,800 | $4,015+94.3% | $3,754+107.8% | $4,299+81.4% |
| Participant deferral / active EE | $7,800 | $5,564+40.2% | $5,116+52.5% | $6,507+19.9% |
| Admin fee / account holder | $1,012 | $9,860-89.7% | $8,919-88.7% | $12,624-92.0% |