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 3-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 | $104,577 | $177,572-41.1% | $154,803-32.4% | $142,382-26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,231 | $4,810+50.3% | $4,305+68.0% | $4,299+68.2% |
| Participant deferral / active EE | $24,045 | $6,272+283.4% | $5,540+334.0% | $6,507+269.5% |
| Admin fee / account holder | $16,139 | $16,786-3.9% | $14,329+12.6% | $12,624+27.8% |