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 | $156,998 | $114,381+37.3% | $107,525+46.0% | $142,382+10.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.16% | 242.71%-223.5pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $16,889 | $4,015+320.7% | $3,754+350.0% | $4,299+292.9% |
| Participant deferral / active EE | $10,404 | $5,564+87.0% | $5,116+103.4% | $6,507+59.9% |
| Admin fee / account holder | $548 | $9,860-94.4% | $8,919-93.9% | $12,624-95.7% |