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 3-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 | $158,762 | $214,378-25.9% | $200,582-20.8% | $142,382+11.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.95% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.1pp |
| Employer contribution / active EE | $6,161 | $6,841-9.9% | $6,419-4.0% | $4,299+43.3% |
| Participant deferral / active EE | $19,663 | $9,865+99.3% | $9,331+110.7% | $6,507+202.2% |
| Admin fee / account holder | $8,217 | $17,692-53.6% | $16,305-49.6% | $12,624-34.9% |