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 7-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 | $125,437 | $111,754+12.2% | $103,333+21.4% | $145,922-14.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.42% | 24.77%-9.3pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,557 | $4,212-15.6% | $3,868-8.0% | $4,660-23.7% |
| Participant deferral / active EE | $25,552 | $5,619+354.8% | $5,057+405.2% | $6,688+282.1% |
| Admin fee / account holder | $73,123 | $9,750+650.0% | $8,355+775.2% | $13,397+445.8% |