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 8-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 | $145,613 | $106,584+36.6% | $101,326+43.7% | $142,382+2.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.07% | 36.93%-17.9pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,184 | $3,956+31.0% | $3,665+41.4% | $4,299+20.6% |
| Participant deferral / active EE | $20,249 | $8,297+144.1% | $7,994+153.3% | $6,507+211.2% |
| Admin fee / account holder | $6,080 | $11,446-46.9% | $11,185-45.6% | $12,624-51.8% |