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 | $111,168 | $179,726-38.1% | $156,263-28.9% | $142,382-21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.14% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $15,183 | $5,069+199.5% | $4,333+250.4% | $4,299+253.2% |
| Participant deferral / active EE | $15,281 | $6,956+119.7% | $6,158+148.1% | $6,507+134.8% |
| Admin fee / account holder | $13,782 | $17,272-20.2% | $14,255-3.3% | $12,624+9.2% |