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 | $103,123 | $165,984-37.9% | $164,813-37.4% | $145,922-29.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.23% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,394 | $5,273-16.7% | $4,341+1.2% | $4,660-5.7% |
| Participant deferral / active EE | $10,782 | $6,959+54.9% | $6,031+78.8% | $6,688+61.2% |
| Admin fee / account holder | $8,808 | $16,648-47.1% | $12,690-30.6% | $13,397-34.3% |