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 | $142,142 | $106,584+33.4% | $101,326+40.3% | $142,382-0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.36% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,464 | $3,956+189.8% | $3,665+212.8% | $4,299+166.7% |
| Participant deferral / active EE | $20,533 | $8,297+147.5% | $7,994+156.9% | $6,507+215.5% |
| Admin fee / account holder | $25,701 | $11,446+124.5% | $11,185+129.8% | $12,624+103.6% |