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 3-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 | $156,427 | $114,381+36.8% | $107,525+45.5% | $142,382+9.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.05% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $16,280 | $4,015+305.5% | $3,754+333.7% | $4,299+278.7% |
| Participant deferral / active EE | $3,119 | $5,564-43.9% | $5,116-39.0% | $6,507-52.1% |
| Admin fee / account holder | $1,225 | $9,860-87.6% | $8,919-86.3% | $12,624-90.3% |