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 | $112,830 | $227,553-50.4% | $189,557-40.5% | $167,490-32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.47% | 78.40%-58.9pp | 64.17%-44.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $4,960 | $5,316-6.7% | $4,412+12.4% | $4,837+2.5% |
| Participant deferral / active EE | $12,600 | $7,002+79.9% | $6,174+104.1% | $6,341+98.7% |
| Admin fee / account holder | $688 | $11,878-94.2% | $9,807-93.0% | $12,309-94.4% |