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 3-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 | $200,089 | $114,381+74.9% | $107,525+86.1% | $142,382+40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 31.11% | 242.71%-211.6pp | 181.32%-150.2pp | 217.08%-186.0pp |
| Employer contribution / active EE | $3,929 | $4,015-2.1% | $3,754+4.7% | $4,299-8.6% |
| Participant deferral / active EE | $9,933 | $5,564+78.5% | $5,116+94.2% | $6,507+52.6% |
| Admin fee / account holder | $3,838 | $9,860-61.1% | $8,919-57.0% | $12,624-69.6% |