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 | $134,273 | $148,534-9.6% | $135,903-1.2% | $139,434-3.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.71% | 79.19%-43.5pp | 68.23%-32.5pp | 372.94%-337.2pp |
| Employer contribution / active EE | $4,419 | $5,243-15.7% | $4,856-9.0% | $4,751-7.0% |
| Participant deferral / active EE | $14,353 | $8,100+77.2% | $7,758+85.0% | $6,710+113.9% |
| Admin fee / account holder | $11,783 | $12,400-5.0% | $10,762+9.5% | $11,403+3.3% |