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 5-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 | $96,184 | $214,378-55.1% | $200,582-52.0% | $142,382-32.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.35% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,961 | $6,841+60.2% | $6,419+70.8% | $4,299+155.0% |
| Participant deferral / active EE | $9,633 | $9,865-2.3% | $9,331+3.2% | $6,507+48.0% |
| Admin fee / account holder | $1,005 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |