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 | $87,011 | $177,572-51.0% | $154,803-43.8% | $142,382-38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.60% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,659 | $4,810-23.9% | $4,305-15.0% | $4,299-14.9% |
| Participant deferral / active EE | $13,779 | $6,272+119.7% | $5,540+148.7% | $6,507+111.7% |
| Admin fee / account holder | $930 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |