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 6-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 | $135,689 | $159,602-15.0% | $150,045-9.6% | $142,382-4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.77% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,593 | $4,961+32.9% | $4,693+40.5% | $4,299+53.4% |
| Participant deferral / active EE | $21,178 | $8,310+154.8% | $7,997+164.8% | $6,507+225.4% |
| Admin fee / account holder | $15,824 | $14,846+6.6% | $13,435+17.8% | $12,624+25.3% |