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 7-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 | $89,233 | $177,572-49.7% | $154,803-42.4% | $142,382-37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.81% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $12,536 | $4,810+160.6% | $4,305+191.2% | $4,299+191.6% |
| Participant deferral / active EE | $8,987 | $6,272+43.3% | $5,540+62.2% | $6,507+38.1% |
| Admin fee / account holder | $631 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |