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 | $243,599 | $165,335+47.3% | $149,696+62.7% | $158,922+53.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.93% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,209 | $5,103-76.3% | $4,644-74.0% | $4,761-74.6% |
| Participant deferral / active EE | $6,796 | $7,181-5.4% | $6,842-0.7% | $5,982+13.6% |
| Admin fee / account holder | $1,780 | $10,807-83.5% | $9,309-80.9% | $11,246-84.2% |