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 | $130,988 | $214,378-38.9% | $200,582-34.7% | $142,382-8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.18% | 46.41%-14.2pp | 42.33%-10.2pp | 217.08%-184.9pp |
| Employer contribution / active EE | $3,134 | $6,841-54.2% | $6,419-51.2% | $4,299-27.1% |
| Participant deferral / active EE | $7,271 | $9,865-26.3% | $9,331-22.1% | $6,507+11.7% |
| Admin fee / account holder | $6,019 | $17,692-66.0% | $16,305-63.1% | $12,624-52.3% |