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 4-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 | $131,510 | $109,881+19.7% | $150,045-12.4% | $84,808+55.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.30% | 28.25%-3.9pp | 62.55%-38.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $7,798 | $3,561+119.0% | $4,693+66.2% | $2,631+196.4% |
| Participant deferral / active EE | $13,089 | $6,636+97.2% | $7,997+63.7% | $4,212+210.8% |
| Admin fee / account holder | $1,344 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |