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 | $106,451 | $159,602-33.3% | $150,045-29.1% | $142,382-25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.32% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9,691 | $4,961+95.4% | $4,693+106.5% | $4,299+125.4% |
| Participant deferral / active EE | $18,921 | $8,310+127.7% | $7,997+136.6% | $6,507+190.8% |
| Admin fee / account holder | $6,822 | $14,846-54.1% | $13,435-49.2% | $12,624-46.0% |