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 | $131,508 | $115,770+13.6% | $101,248+29.9% | $158,922-17.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.56% | 56.14%-48.6pp | 46.47%-38.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,800 | $4,175-32.9% | $3,660-23.5% | $4,761-41.2% |
| Participant deferral / active EE | $11,089 | $4,957+123.7% | $4,370+153.7% | $5,982+85.4% |
| Admin fee / account holder | $144,976 | $7,245+1901.0% | $5,945+2338.4% | $11,246+1189.2% |