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 | $90,856 | $177,572-48.8% | $154,803-41.3% | $142,382-36.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,789 | $4,810+103.5% | $4,305+127.4% | $4,299+127.7% |
| Participant deferral / active EE | $4,050 | $6,272-35.4% | $5,540-26.9% | $6,507-37.8% |
| Admin fee / account holder | $1,031 | $16,786-93.9% | $14,329-92.8% | $12,624-91.8% |