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 4-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 | $90,716 | $179,726-49.5% | $156,263-41.9% | $142,382-36.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.83% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $17,166 | $5,069+238.6% | $4,333+296.2% | $4,299+299.3% |
| Participant deferral / active EE | $3,573 | $6,956-48.6% | $6,158-42.0% | $6,507-45.1% |
| Admin fee / account holder | $3,797 | $17,272-78.0% | $14,255-73.4% | $12,624-69.9% |