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 | $95,174 | $197,591-51.8% | $177,821-46.5% | $158,922-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.64% | 58.76%-21.1pp | 48.32%-10.7pp | 302.83%-265.2pp |
| Employer contribution / active EE | $23,758 | $6,697+254.7% | $5,918+301.4% | $4,761+399.0% |
| Participant deferral / active EE | $12,448 | $8,405+48.1% | $7,714+61.4% | $5,982+108.1% |
| Admin fee / account holder | $725 | $15,399-95.3% | $12,427-94.2% | $11,246-93.6% |