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 | $85,651 | $214,378-60.0% | $200,582-57.3% | $142,382-39.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.52% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,993 | $6,841+2.2% | $6,419+8.9% | $4,299+62.7% |
| Participant deferral / active EE | $23,196 | $9,865+135.1% | $9,331+148.6% | $6,507+256.5% |
| Admin fee / account holder | $11,139 | $17,692-37.0% | $16,305-31.7% | $12,624-11.8% |