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 3-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 | $89,763 | $177,572-49.4% | $154,803-42.0% | $142,382-37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $22,741 | $4,810+372.7% | $4,305+428.2% | $4,299+429.0% |
| Participant deferral / active EE | $23,500 | $6,272+274.7% | $5,540+324.1% | $6,507+261.1% |
| Admin fee / account holder | $1,664 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |