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 | $97,707 | $177,572-45.0% | $154,803-36.9% | $142,382-31.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.84% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,083 | $4,810+47.2% | $4,305+64.5% | $4,299+64.8% |
| Participant deferral / active EE | $17,923 | $6,272+185.8% | $5,540+223.5% | $6,507+175.4% |
| Admin fee / account holder | $1,624 | $16,786-90.3% | $14,329-88.7% | $12,624-87.1% |