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 7-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 | $97,757 | $177,572-44.9% | $154,803-36.9% | $142,382-31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $9,669 | $4,810+101.0% | $4,305+124.6% | $4,299+124.9% |
| Participant deferral / active EE | $10,149 | $6,272+61.8% | $5,540+83.2% | $6,507+56.0% |
| Admin fee / account holder | $800 | $16,786-95.2% | $14,329-94.4% | $12,624-93.7% |