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 | $77,895 | $159,602-51.2% | $150,045-48.1% | $142,382-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.99% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,253 | $4,961-14.3% | $4,693-9.4% | $4,299-1.1% |
| Participant deferral / active EE | $10,543 | $8,310+26.9% | $7,997+31.8% | $6,507+62.0% |
| Admin fee / account holder | $1,640 | $14,846-89.0% | $13,435-87.8% | $12,624-87.0% |