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 9-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 | $133,423 | $197,591-32.5% | $177,821-25.0% | $158,922-16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.82% | 58.76%-35.9pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $19,896 | $6,697+197.1% | $5,918+236.2% | $4,761+317.9% |
| Participant deferral / active EE | $12,186 | $8,405+45.0% | $7,714+58.0% | $5,982+103.7% |
| Admin fee / account holder | $2,665 | $15,399-82.7% | $12,427-78.6% | $11,246-76.3% |