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 | $83,011 | $165,335-49.8% | $149,696-44.5% | $158,922-47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.41% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $15,564 | $5,103+205.0% | $4,644+235.1% | $4,761+226.9% |
| Participant deferral / active EE | $12,033 | $7,181+67.6% | $6,842+75.9% | $5,982+101.1% |
| Admin fee / account holder | $4,389 | $10,807-59.4% | $9,309-52.8% | $11,246-61.0% |