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 | $163,113 | $214,378-23.9% | $200,582-18.7% | $142,382+14.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.08% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,257 | $6,841+6.1% | $6,419+13.1% | $4,299+68.8% |
| Participant deferral / active EE | $32,091 | $9,865+225.3% | $9,331+243.9% | $6,507+393.2% |
| Admin fee / account holder | $35,270 | $17,692+99.4% | $16,305+116.3% | $12,624+179.4% |