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 | $129,513 | $177,572-27.1% | $154,803-16.3% | $142,382-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.22% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $8,835 | $4,810+83.7% | $4,305+105.2% | $4,299+105.5% |
| Participant deferral / active EE | $4,275 | $6,272-31.8% | $5,540-22.8% | $6,507-34.3% |
| Admin fee / account holder | $4,448 | $16,786-73.5% | $14,329-69.0% | $12,624-64.8% |