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 | $143,424 | $117,983+21.6% | $101,794+40.9% | $142,382+0.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.82% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,987 | $2,773-28.4% | $2,289-13.2% | $4,299-53.8% |
| Participant deferral / active EE | $2,346 | $4,714-50.2% | $4,084-42.5% | $6,507-63.9% |
| Admin fee / account holder | $619 | $10,433-94.1% | $8,777-92.9% | $12,624-95.1% |