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 5-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 | $170,550 | $127,065+34.2% | $113,168+50.7% | $142,382+19.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.45% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $13,819 | $3,442+301.5% | $2,975+364.5% | $4,299+221.4% |
| Participant deferral / active EE | $19,014 | $5,716+232.6% | $5,107+272.3% | $6,507+192.2% |
| Admin fee / account holder | $1,369 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |