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 5-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 | $93,858 | $202,432-53.6% | $169,368-44.6% | $139,434-32.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.99% | 531.74%-499.7pp | 405.60%-373.6pp | 372.94%-340.9pp |
| Employer contribution / active EE | $20,804 | $4,692+343.4% | $4,013+418.4% | $4,751+337.9% |
| Participant deferral / active EE | $22,495 | $6,938+224.2% | $6,221+261.6% | $6,710+235.2% |
| Admin fee / account holder | $334 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |