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 6-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 | $140,391 | $117,841+19.1% | $102,423+37.1% | $145,922-3.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 31.65%-16.0pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,299 | $3,615+46.6% | $3,023+75.3% | $4,660+13.7% |
| Participant deferral / active EE | $12,792 | $5,731+123.2% | $5,053+153.2% | $6,688+91.3% |
| Admin fee / account holder | $1,226 | $13,326-90.8% | $9,451-87.0% | $13,397-90.8% |