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 | $82,587 | $159,602-48.3% | $150,045-45.0% | $142,382-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.73% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $32,489 | $4,961+554.9% | $4,693+592.3% | $4,299+655.7% |
| Participant deferral / active EE | $70,338 | $8,310+746.4% | $7,997+779.5% | $6,507+980.9% |
| Admin fee / account holder | $53,875 | $14,846+262.9% | $13,435+301.0% | $12,624+326.8% |