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 9-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 | $118,730 | $148,534-20.1% | $135,903-12.6% | $139,434-14.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,368 | $5,243-16.7% | $4,856-10.0% | $4,751-8.0% |
| Participant deferral / active EE | $7,486 | $8,100-7.6% | $7,758-3.5% | $6,710+11.6% |
| Admin fee / account holder | $707 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |