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 | $119,231 | $177,572-32.9% | $154,803-23.0% | $142,382-16.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.25% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,105 | $4,810-56.2% | $4,305-51.1% | $4,299-51.0% |
| Participant deferral / active EE | $9,975 | $6,272+59.1% | $5,540+80.0% | $6,507+53.3% |
| Admin fee / account holder | $32,513 | $16,786+93.7% | $14,329+126.9% | $12,624+157.6% |