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 7-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 | $79,096 | $148,534-46.7% | $135,903-41.8% | $139,434-43.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,343 | $5,243+59.1% | $4,856+71.8% | $4,751+75.6% |
| Participant deferral / active EE | $11,478 | $8,100+41.7% | $7,758+47.9% | $6,710+71.0% |
| Admin fee / account holder | $303 | $12,400-97.6% | $10,762-97.2% | $11,403-97.3% |