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 | $130,835 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.09% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $10,114 | $6,841+47.8% | $6,419+57.6% | $4,299+135.3% |
| Participant deferral / active EE | $15,174 | $9,865+53.8% | $9,331+62.6% | $6,507+133.2% |
| Admin fee / account holder | $4,231 | $17,692-76.1% | $16,305-74.0% | $12,624-66.5% |