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 | $124,959 | $177,572-29.6% | $154,803-19.3% | $142,382-12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,177 | $4,810-54.7% | $4,305-49.4% | $4,299-49.4% |
| Participant deferral / active EE | $10,231 | $6,272+63.1% | $5,540+84.7% | $6,507+57.2% |
| Admin fee / account holder | $1,547 | $16,786-90.8% | $14,329-89.2% | $12,624-87.7% |