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 | $142,938 | $121,625+17.5% | $104,607+36.6% | $158,922-10.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.96% | 465.26%-455.3pp | 340.46%-330.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $875 | $3,163-72.3% | $2,681-67.4% | $4,761-81.6% |
| Participant deferral / active EE | $19,500 | $4,177+366.8% | $3,740+421.4% | $5,982+226.0% |
| Admin fee / account holder | $387 | $7,787-95.0% | $6,473-94.0% | $11,246-96.6% |