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 6-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 | $112,206 | $177,572-36.8% | $154,803-27.5% | $142,382-21.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,318 | $4,810+135.3% | $4,305+162.9% | $4,299+163.3% |
| Participant deferral / active EE | $8,548 | $6,272+36.3% | $5,540+54.3% | $6,507+31.4% |
| Admin fee / account holder | $4,313 | $16,786-74.3% | $14,329-69.9% | $12,624-65.8% |