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 6-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 | $127,098 | $197,591-35.7% | $177,821-28.5% | $158,922-20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.16% | 58.76%-51.6pp | 48.32%-41.2pp | 302.83%-295.7pp |
| Employer contribution / active EE | $26,445 | $6,697+294.9% | $5,918+346.8% | $4,761+455.4% |
| Participant deferral / active EE | $13,833 | $8,405+64.6% | $7,714+79.3% | $5,982+131.2% |
| Admin fee / account holder | $734 | $15,399-95.2% | $12,427-94.1% | $11,246-93.5% |