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 | $71,525 | $159,602-55.2% | $150,045-52.3% | $142,382-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.72% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,355 | $4,961+28.1% | $4,693+35.4% | $4,299+47.8% |
| Participant deferral / active EE | $12,493 | $8,310+50.3% | $7,997+56.2% | $6,507+92.0% |
| Admin fee / account holder | $4,069 | $14,846-72.6% | $13,435-69.7% | $12,624-67.8% |