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 9-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 | $153,242 | $106,515+43.9% | $96,683+58.5% | $139,434+9.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 38.43%-24.7pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,037 | $4,103-26.0% | $3,737-18.7% | $4,751-36.1% |
| Participant deferral / active EE | $8,839 | $5,454+62.1% | $4,878+81.2% | $6,710+31.7% |
| Admin fee / account holder | $25,501 | $7,877+223.7% | $6,730+278.9% | $11,403+123.6% |