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 | $89,520 | $177,572-49.6% | $154,803-42.2% | $142,382-37.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.95% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,233 | $4,810+8.8% | $4,305+21.5% | $4,299+21.7% |
| Participant deferral / active EE | $4,120 | $6,272-34.3% | $5,540-25.6% | $6,507-36.7% |
| Admin fee / account holder | $423 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |