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 4-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 | $106,357 | $214,378-50.4% | $200,582-47.0% | $142,382-25.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,632 | $6,841-3.1% | $6,419+3.3% | $4,299+54.3% |
| Participant deferral / active EE | $16,928 | $9,865+71.6% | $9,331+81.4% | $6,507+160.1% |
| Admin fee / account holder | $343 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |