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 | $119,632 | $142,405-16.0% | $115,157+3.9% | $152,861-21.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.75% | 41.48%-20.7pp | 35.60%-14.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $7,206 | $4,010+79.7% | $3,179+126.7% | $4,762+51.3% |
| Participant deferral / active EE | $18,442 | $5,164+257.1% | $4,168+342.4% | $5,850+215.2% |
| Admin fee / account holder | $1,241 | $8,462-85.3% | $7,088-82.5% | $11,596-89.3% |