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 4-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 | $96,595 | $202,432-52.3% | $169,368-43.0% | $139,434-30.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.96% | 531.74%-515.8pp | 405.60%-389.6pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,663 | $4,692-64.6% | $4,013-58.6% | $4,751-65.0% |
| Participant deferral / active EE | $11,518 | $6,938+66.0% | $6,221+85.1% | $6,710+71.6% |
| Admin fee / account holder | $1,997 | $10,708-81.4% | $9,003-77.8% | $11,403-82.5% |