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 | $159,208 | $185,822-14.3% | $169,993-6.3% | $139,434+14.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.11% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,508 | $7,590-67.0% | $6,785-63.0% | $4,751-47.2% |
| Participant deferral / active EE | $3,680 | $11,622-68.3% | $10,408-64.6% | $6,710-45.2% |
| Admin fee / account holder | $4,375 | $15,381-71.6% | $12,815-65.9% | $11,403-61.6% |