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 | $91,530 | $227,553-59.8% | $189,557-51.7% | $167,490-45.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.06% | 78.40%-68.3pp | 64.17%-54.1pp | 478.56%-468.5pp |
| Employer contribution / active EE | $4,703 | $5,316-11.5% | $4,412+6.6% | $4,837-2.8% |
| Participant deferral / active EE | $12,395 | $7,002+77.0% | $6,174+100.8% | $6,341+95.5% |
| Admin fee / account holder | $432 | $11,878-96.4% | $9,807-95.6% | $12,309-96.5% |