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 | $159,823 | $163,101-2.0% | $136,749+16.9% | $142,382+12.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.61% | 27.54%-15.9pp | 24.33%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $14,864 | $4,117+261.1% | $3,400+337.2% | $4,299+245.7% |
| Participant deferral / active EE | $16,873 | $5,585+202.1% | $4,692+259.6% | $6,507+159.3% |
| Admin fee / account holder | $704 | $14,318-95.1% | $11,386-93.8% | $12,624-94.4% |