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 7-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 | $142,287 | $77,899+82.7% | $149,673-4.9% | $75,163+89.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.33% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,131 | $3,137-0.2% | $4,818-35.0% | $2,670+17.3% |
| Participant deferral / active EE | $14,718 | $3,411+331.5% | $5,680+159.1% | $4,125+256.8% |
| Admin fee / account holder | $6,637 | $5,956+11.4% | $13,210-49.8% | $5,651+17.4% |