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 | $89,332 | $214,378-58.3% | $200,582-55.5% | $142,382-37.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 38.33% | 46.41%-8.1pp | 42.33%-4.0pp | 217.08%-178.7pp |
| Employer contribution / active EE | $4,079 | $6,841-40.4% | $6,419-36.5% | $4,299-5.1% |
| Participant deferral / active EE | $14,515 | $9,865+47.1% | $9,331+55.6% | $6,507+123.1% |
| Admin fee / account holder | $22,905 | $17,692+29.5% | $16,305+40.5% | $12,624+81.4% |