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 | $165,558 | $111,754+48.1% | $103,333+60.2% | $145,922+13.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.22% | 24.77%-3.6pp | 24.88%-3.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,915 | $4,212-30.8% | $3,868-24.6% | $4,660-37.4% |
| Participant deferral / active EE | $6,588 | $5,619+17.3% | $5,057+30.3% | $6,688-1.5% |
| Admin fee / account holder | $927 | $9,750-90.5% | $8,355-88.9% | $13,397-93.1% |