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 4-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 | $231,711 | $140,940+64.4% | $112,229+106.5% | $139,434+66.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.81% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,675 | $4,283-37.5% | $3,430-22.0% | $4,751-43.7% |
| Participant deferral / active EE | $8,041 | $5,874+36.9% | $4,798+67.6% | $6,710+19.8% |
| Admin fee / account holder | $897 | $9,954-91.0% | $7,748-88.4% | $11,403-92.1% |