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 | $90,987 | $176,056-48.3% | $159,436-42.9% | $167,490-45.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.87% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $5,872 | $5,297+10.9% | $4,829+21.6% | $4,837+21.4% |
| Participant deferral / active EE | $8,688 | $7,750+12.1% | $7,352+18.2% | $6,341+37.0% |
| Admin fee / account holder | $1,578 | $12,554-87.4% | $10,799-85.4% | $12,309-87.2% |