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 | $88,298 | $104,974-15.9% | $95,585-7.6% | $142,382-38.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.96% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,867 | $2,779+75.2% | $2,527+92.6% | $4,299+13.2% |
| Participant deferral / active EE | $3,563 | $4,352-18.1% | $4,023-11.4% | $6,507-45.3% |
| Admin fee / account holder | $80,754 | $6,386+1164.5% | $6,127+1217.9% | $12,624+539.7% |