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 | $79,754 | $214,378-62.8% | $200,582-60.2% | $142,382-44.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.11% | 46.41%-15.3pp | 42.33%-11.2pp | 217.08%-186.0pp |
| Employer contribution / active EE | $6,993 | $6,841+2.2% | $6,419+8.9% | $4,299+62.7% |
| Participant deferral / active EE | $12,410 | $9,865+25.8% | $9,331+33.0% | $6,507+90.7% |
| Admin fee / account holder | $451 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |