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 8-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 | $82,748 | $176,056-53.0% | $159,436-48.1% | $167,490-50.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,281 | $5,297-19.2% | $4,829-11.4% | $4,837-11.5% |
| Participant deferral / active EE | $16,792 | $7,750+116.7% | $7,352+128.4% | $6,341+164.8% |
| Admin fee / account holder | $303 | $12,554-97.6% | $10,799-97.2% | $12,309-97.5% |