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 | $103,748 | $210,648-50.7% | $177,989-41.7% | $145,922-28.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.09% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $17,510 | $4,565+283.6% | $3,949+343.4% | $4,660+275.8% |
| Participant deferral / active EE | $19,669 | $6,958+182.7% | $6,276+213.4% | $6,688+194.1% |
| Admin fee / account holder | $6,093 | $12,013-49.3% | $10,363-41.2% | $13,397-54.5% |