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 4-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 | $93,986 | $177,572-47.1% | $154,803-39.3% | $142,382-34.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.41% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $46,798 | $4,810+872.8% | $4,305+986.9% | $4,299+988.6% |
| Participant deferral / active EE | $31,176 | $6,272+397.1% | $5,540+462.7% | $6,507+379.1% |
| Admin fee / account holder | $5,862 | $16,786-65.1% | $14,329-59.1% | $12,624-53.6% |