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 9-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 | $107,820 | $228,332-52.8% | $185,823-42.0% | $158,922-32.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.34% | 40.80%-24.5pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $4,441 | $4,967-10.6% | $4,087+8.7% | $4,761-6.7% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $3,185 | $11,864-73.2% | $9,500-66.5% | $11,246-71.7% |