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 9-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 | $143,881 | $159,602-9.9% | $150,045-4.1% | $142,382+1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.42% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $8,901 | $4,961+79.4% | $4,693+89.7% | $4,299+107.0% |
| Participant deferral / active EE | $12,209 | $8,310+46.9% | $7,997+52.7% | $6,507+87.6% |
| Admin fee / account holder | $6,140 | $14,846-58.6% | $13,435-54.3% | $12,624-51.4% |