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 4-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 | $101,016 | $214,378-52.9% | $200,582-49.6% | $142,382-29.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 49.98% | 46.41%+3.6pp | 42.33%+7.6pp | 217.08%-167.1pp |
| Employer contribution / active EE | $11,036 | $6,841+61.3% | $6,419+71.9% | $4,299+156.7% |
| Participant deferral / active EE | $22,257 | $9,865+125.6% | $9,331+138.5% | $6,507+242.0% |
| Admin fee / account holder | $4,077 | $17,692-77.0% | $16,305-75.0% | $12,624-67.7% |