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 4-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 | $96,556 | $117,983-18.2% | $101,794-5.1% | $142,382-32.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.97% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $9,176 | $2,773+231.0% | $2,289+300.9% | $4,299+113.5% |
| Participant deferral / active EE | $8,001 | $4,714+69.7% | $4,084+95.9% | $6,507+23.0% |
| Admin fee / account holder | $992 | $10,433-90.5% | $8,777-88.7% | $12,624-92.1% |