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 9-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 | $117,149 | $165,335-29.1% | $149,696-21.7% | $158,922-26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.69% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $21,807 | $5,103+327.4% | $4,644+369.6% | $4,761+358.0% |
| Participant deferral / active EE | $14,081 | $7,181+96.1% | $6,842+105.8% | $5,982+135.4% |
| Admin fee / account holder | $1,235 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |