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 | $145,258 | $127,065+14.3% | $113,168+28.4% | $142,382+2.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.67% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,124 | $3,442+165.1% | $2,975+206.7% | $4,299+112.2% |
| Participant deferral / active EE | $12,753 | $5,716+123.1% | $5,107+149.7% | $6,507+96.0% |
| Admin fee / account holder | $1,127 | $15,736-92.8% | $12,068-90.7% | $12,624-91.1% |