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 8-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 | $105,532 | $177,572-40.6% | $154,803-31.8% | $142,382-25.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,426 | $4,810-49.6% | $4,305-43.6% | $4,299-43.6% |
| Participant deferral / active EE | $25,043 | $6,272+299.3% | $5,540+352.0% | $6,507+284.9% |
| Admin fee / account holder | $545 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |