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 | $117,998 | $176,377-33.1% | $134,143-12.0% | $158,922-25.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 26.10% | 63.63%-37.5pp | 36.33%-10.2pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,828 | $5,040-63.7% | $3,704-50.6% | $4,761-61.6% |
| Participant deferral / active EE | $6,721 | $4,091+64.3% | $3,499+92.1% | $5,982+12.4% |
| Admin fee / account holder | $2,444 | $8,718-72.0% | $6,684-63.4% | $11,246-78.3% |