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 6-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 | $98,439 | $214,378-54.1% | $200,582-50.9% | $142,382-30.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.09% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,726 | $6,841-60.2% | $6,419-57.5% | $4,299-36.6% |
| Participant deferral / active EE | $16,310 | $9,865+65.3% | $9,331+74.8% | $6,507+150.6% |
| Admin fee / account holder | $1,164 | $17,692-93.4% | $16,305-92.9% | $12,624-90.8% |