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 3-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 | $146,510 | $214,378-31.7% | $200,582-27.0% | $142,382+2.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.45% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $12,399 | $6,841+81.2% | $6,419+93.2% | $4,299+188.4% |
| Participant deferral / active EE | $8,733 | $9,865-11.5% | $9,331-6.4% | $6,507+34.2% |
| Admin fee / account holder | $2,585 | $17,692-85.4% | $16,305-84.1% | $12,624-79.5% |