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 | $109,445 | $165,984-34.1% | $164,813-33.6% | $145,922-25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.43% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $25,743 | $5,273+388.2% | $4,341+493.0% | $4,660+452.5% |
| Participant deferral / active EE | $14,686 | $6,959+111.0% | $6,031+143.5% | $6,688+119.6% |
| Admin fee / account holder | $1,252 | $16,648-92.5% | $12,690-90.1% | $13,397-90.7% |