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 | $101,464 | $159,602-36.4% | $150,045-32.4% | $142,382-28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.04% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $7,500 | $4,961+51.2% | $4,693+59.8% | $4,299+74.5% |
| Participant deferral / active EE | $17,715 | $8,310+113.2% | $7,997+121.5% | $6,507+172.2% |
| Admin fee / account holder | $608 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |