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 3-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 | $94,376 | $214,378-56.0% | $200,582-52.9% | $142,382-33.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.27% | 46.41%-19.1pp | 42.33%-15.1pp | 217.08%-189.8pp |
| Employer contribution / active EE | $8,144 | $6,841+19.0% | $6,419+26.9% | $4,299+89.4% |
| Participant deferral / active EE | $23,500 | $9,865+138.2% | $9,331+151.8% | $6,507+261.1% |
| Admin fee / account holder | $865 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |