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 | $160,073 | $110,257+45.2% | $96,544+65.8% | $139,434+14.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.60% | 26.32%-7.7pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,000 | $3,620-17.1% | $2,965+1.2% | $4,751-36.9% |
| Participant deferral / active EE | $23,669 | $5,548+326.6% | $4,851+387.9% | $6,710+252.7% |
| Admin fee / account holder | $4,545 | $11,591-60.8% | $8,252-44.9% | $11,403-60.1% |