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 7-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 | $105,736 | $177,572-40.5% | $154,803-31.7% | $142,382-25.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.43% | 65.07%-44.6pp | 58.88%-38.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $13,368 | $4,810+177.9% | $4,305+210.5% | $4,299+210.9% |
| Participant deferral / active EE | $14,322 | $6,272+128.4% | $5,540+158.5% | $6,507+120.1% |
| Admin fee / account holder | $7,576 | $16,786-54.9% | $14,329-47.1% | $12,624-40.0% |