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 | $92,961 | $159,602-41.8% | $150,045-38.0% | $142,382-34.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,270 | $4,961+66.7% | $4,693+76.2% | $4,299+92.4% |
| Participant deferral / active EE | $4,818 | $8,310-42.0% | $7,997-39.8% | $6,507-26.0% |
| Admin fee / account holder | $13,633 | $14,846-8.2% | $13,435+1.5% | $12,624+8.0% |