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 | $119,517 | $214,378-44.2% | $200,582-40.4% | $142,382-16.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.34% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,094 | $6,841-10.9% | $6,419-5.1% | $4,299+41.8% |
| Participant deferral / active EE | $16,415 | $9,865+66.4% | $9,331+75.9% | $6,507+152.3% |
| Admin fee / account holder | $40,660 | $17,692+129.8% | $16,305+149.4% | $12,624+222.1% |