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 | $101,658 | $177,572-42.8% | $154,803-34.3% | $142,382-28.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.94% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,869 | $4,810+22.0% | $4,305+36.3% | $4,299+36.5% |
| Participant deferral / active EE | $16,421 | $6,272+161.8% | $5,540+196.4% | $6,507+152.4% |
| Admin fee / account holder | $54,730 | $16,786+226.0% | $14,329+281.9% | $12,624+333.5% |