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 5-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 | $113,925 | $177,572-35.8% | $154,803-26.4% | $142,382-20.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.86% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $18,663 | $4,810+288.0% | $4,305+333.5% | $4,299+334.1% |
| Participant deferral / active EE | $20,400 | $6,272+225.3% | $5,540+268.2% | $6,507+213.5% |
| Admin fee / account holder | $3,164 | $16,786-81.2% | $14,329-77.9% | $12,624-74.9% |