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 6-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 | $106,350 | $214,378-50.4% | $200,582-47.0% | $142,382-25.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.53% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $7,381 | $6,841+7.9% | $6,419+15.0% | $4,299+71.7% |
| Participant deferral / active EE | $14,334 | $9,865+45.3% | $9,331+53.6% | $6,507+120.3% |
| Admin fee / account holder | $3,311 | $17,692-81.3% | $16,305-79.7% | $12,624-73.8% |