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 6-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 | $110,305 | $214,378-48.5% | $200,582-45.0% | $142,382-22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.85% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,629 | $6,841-61.6% | $6,419-59.0% | $4,299-38.9% |
| Participant deferral / active EE | $12,877 | $9,865+30.5% | $9,331+38.0% | $6,507+97.9% |
| Admin fee / account holder | $1,952 | $17,692-89.0% | $16,305-88.0% | $12,624-84.5% |