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 5-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 | $91,025 | $148,534-38.7% | $135,903-33.0% | $139,434-34.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.82% | 79.19%-36.4pp | 68.23%-25.4pp | 372.94%-330.1pp |
| Employer contribution / active EE | $29,613 | $5,243+464.8% | $4,856+509.8% | $4,751+523.3% |
| Participant deferral / active EE | $29,697 | $8,100+266.6% | $7,758+282.8% | $6,710+342.6% |
| Admin fee / account holder | $16,229 | $12,400+30.9% | $10,762+50.8% | $11,403+42.3% |