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 8-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 | $139,688 | $115,770+20.7% | $101,248+38.0% | $158,922-12.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.48% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $27,931 | $4,175+569.1% | $3,660+663.2% | $4,761+486.6% |
| Participant deferral / active EE | $13,241 | $4,957+167.1% | $4,370+203.0% | $5,982+121.3% |
| Admin fee / account holder | $2,183 | $7,245-69.9% | $5,945-63.3% | $11,246-80.6% |