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 | $139,975 | $157,256-11.0% | $141,162-0.8% | $152,861-8.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.37% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,463 | $5,261-53.2% | $4,735-48.0% | $4,762-48.3% |
| Participant deferral / active EE | $14,946 | $7,109+110.2% | $6,709+122.8% | $5,850+155.5% |
| Admin fee / account holder | $1,207 | $12,120-90.0% | $10,261-88.2% | $11,596-89.6% |