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 10-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 | $141,008 | $142,405-1.0% | $115,157+22.4% | $152,861-7.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.27% | 41.48%-18.2pp | 35.60%-12.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,444 | $4,010-64.0% | $3,179-54.6% | $4,762-69.7% |
| Participant deferral / active EE | $16,293 | $5,164+215.5% | $4,168+290.9% | $5,850+178.5% |
| Admin fee / account holder | $4,158 | $8,462-50.9% | $7,088-41.3% | $11,596-64.1% |