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 6-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 | $100,805 | $185,822-45.8% | $169,993-40.7% | $139,434-27.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.51% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $8,232 | $7,590+8.5% | $6,785+21.3% | $4,751+73.3% |
| Participant deferral / active EE | $9,730 | $11,622-16.3% | $10,408-6.5% | $6,710+45.0% |
| Admin fee / account holder | $1,063 | $15,381-93.1% | $12,815-91.7% | $11,403-90.7% |