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 4-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 | $174,243 | $227,553-23.4% | $189,557-8.1% | $167,490+4.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.00% | 78.40%-69.4pp | 64.17%-55.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $22,284 | $5,316+319.2% | $4,412+405.0% | $4,837+360.6% |
| Participant deferral / active EE | $9,750 | $7,002+39.2% | $6,174+57.9% | $6,341+53.8% |
| Admin fee / account holder | $590 | $11,878-95.0% | $9,807-94.0% | $12,309-95.2% |