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 6-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 | $130,366 | $98,750+32.0% | $149,696-12.9% | $79,858+63.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,197 | $3,216-0.6% | $4,644-31.2% | $2,471+29.4% |
| Participant deferral / active EE | $3,669 | $5,680-35.4% | $6,842-46.4% | $3,740-1.9% |
| Admin fee / account holder | $848 | $6,053-86.0% | $9,309-90.9% | $5,306-84.0% |