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 | $99,951 | $177,572-43.7% | $154,803-35.4% | $142,382-29.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,632 | $4,810+58.7% | $4,305+77.3% | $4,299+77.5% |
| Participant deferral / active EE | $7,158 | $6,272+14.1% | $5,540+29.2% | $6,507+10.0% |
| Admin fee / account holder | $3,214 | $16,786-80.9% | $14,329-77.6% | $12,624-74.5% |