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 | $204,372 | $157,256+30.0% | $141,162+44.8% | $152,861+33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,479 | $5,261-71.9% | $4,735-68.8% | $4,762-69.0% |
| Participant deferral / active EE | $6,504 | $7,109-8.5% | $6,709-3.1% | $5,850+11.2% |
| Admin fee / account holder | $1,593 | $12,120-86.9% | $10,261-84.5% | $11,596-86.3% |