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 8-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 | $114,189 | $165,335-30.9% | $149,696-23.7% | $158,922-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.38% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,848 | $5,103-5.0% | $4,644+4.4% | $4,761+1.8% |
| Participant deferral / active EE | $13,086 | $7,181+82.2% | $6,842+91.3% | $5,982+118.8% |
| Admin fee / account holder | $1,043 | $10,807-90.3% | $9,309-88.8% | $11,246-90.7% |