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 | $102,270 | $114,381-10.6% | $107,525-4.9% | $142,382-28.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $22,894 | $4,015+470.3% | $3,754+509.9% | $4,299+432.5% |
| Participant deferral / active EE | $11,448 | $5,564+105.7% | $5,116+123.8% | $6,507+75.9% |
| Admin fee / account holder | $1,205 | $9,860-87.8% | $8,919-86.5% | $12,624-90.5% |