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 | $108,405 | $157,256-31.1% | $141,162-23.2% | $152,861-29.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.45% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,384 | $5,261-54.7% | $4,735-49.7% | $4,762-50.0% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $1,370 | $12,120-88.7% | $10,261-86.7% | $11,596-88.2% |