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 | $100,415 | $214,378-53.2% | $200,582-49.9% | $142,382-29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 108.20% | 46.41%+61.8pp | 42.33%+65.9pp | 217.08%-108.9pp |
| Employer contribution / active EE | $6,452 | $6,841-5.7% | $6,419+0.5% | $4,299+50.1% |
| Participant deferral / active EE | $15,002 | $9,865+52.1% | $9,331+60.8% | $6,507+130.5% |
| Admin fee / account holder | $380 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |