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 8-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 | $78,828 | $214,378-63.2% | $200,582-60.7% | $142,382-44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $17,065 | $6,841+149.4% | $6,419+165.9% | $4,299+296.9% |
| Participant deferral / active EE | $14,430 | $9,865+46.3% | $9,331+54.6% | $6,507+121.8% |
| Admin fee / account holder | $1,845 | $17,692-89.6% | $16,305-88.7% | $12,624-85.4% |