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 | $144,137 | $101,724+41.7% | $164,813-12.5% | $80,856+78.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 35.61% | 16.72%+18.9pp | 69.93%-34.3pp | 35.59%0pp |
| Employer contribution / active EE | $1,588 | $2,953-46.2% | $4,341-63.4% | $2,755-42.3% |
| Participant deferral / active EE | $4,935 | $4,477+10.2% | $6,031-18.2% | $4,296+14.9% |
| Admin fee / account holder | $11,563 | $8,227+40.6% | $12,690-8.9% | $6,918+67.2% |