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 4-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 | $136,679 | $89,753+52.3% | $107,525+27.1% | $84,808+61.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $8,097 | $3,113+160.1% | $3,754+115.7% | $2,631+207.7% |
| Participant deferral / active EE | $6,979 | $4,056+72.1% | $5,116+36.4% | $4,212+65.7% |
| Admin fee / account holder | $2,968 | $7,222-58.9% | $8,919-66.7% | $7,344-59.6% |