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 | $124,822 | $214,378-41.8% | $200,582-37.8% | $142,382-12.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.52% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $7,540 | $6,841+10.2% | $6,419+17.5% | $4,299+75.4% |
| Participant deferral / active EE | $11,285 | $9,865+14.4% | $9,331+20.9% | $6,507+73.4% |
| Admin fee / account holder | $1,241 | $17,692-93.0% | $16,305-92.4% | $12,624-90.2% |