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 8-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 | $167,368 | $118,450+41.3% | $98,439+70.0% | $139,434+20.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 18.94%-1.0pp | 21.16%-3.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $27,769 | $3,609+669.4% | $3,048+811.1% | $4,751+484.5% |
| Participant deferral / active EE | $15,000 | $5,392+178.2% | $4,738+216.6% | $6,710+123.5% |
| Admin fee / account holder | $1,386 | $14,026-90.1% | $8,948-84.5% | $11,403-87.8% |