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 | $110,339 | $179,726-38.6% | $156,263-29.4% | $142,382-22.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.67% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,700 | $5,069-7.3% | $4,333+8.5% | $4,299+9.3% |
| Participant deferral / active EE | $19,077 | $6,956+174.2% | $6,158+209.8% | $6,507+193.2% |
| Admin fee / account holder | $5,331 | $17,272-69.1% | $14,255-62.6% | $12,624-57.8% |