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 | $103,045 | $214,378-51.9% | $200,582-48.6% | $142,382-27.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.00% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $12,268 | $6,841+79.3% | $6,419+91.1% | $4,299+185.4% |
| Participant deferral / active EE | $12,274 | $9,865+24.4% | $9,331+31.5% | $6,507+88.6% |
| Admin fee / account holder | $12,994 | $17,692-26.6% | $16,305-20.3% | $12,624+2.9% |