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 | $165,407 | $112,881+46.5% | $90,951+81.9% | $158,922+4.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.68% | 215.79%-208.1pp | 134.60%-126.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $507 | $2,893-82.5% | $2,122-76.1% | $4,761-89.3% |
| Participant deferral / active EE | $7,512 | $4,128+82.0% | $3,373+122.7% | $5,982+25.6% |
| Admin fee / account holder | $304 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |