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 | $95,944 | $179,726-46.6% | $156,263-38.6% | $142,382-32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.13% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $13,183 | $5,069+160.1% | $4,333+204.2% | $4,299+206.7% |
| Participant deferral / active EE | $9,117 | $6,956+31.1% | $6,158+48.0% | $6,507+40.1% |
| Admin fee / account holder | $866 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |