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 6-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 | $116,516 | $177,572-34.4% | $154,803-24.7% | $142,382-18.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $13,739 | $4,810+185.6% | $4,305+219.1% | $4,299+219.6% |
| Participant deferral / active EE | $9,945 | $6,272+58.6% | $5,540+79.5% | $6,507+52.8% |
| Admin fee / account holder | $84,986 | $16,786+406.3% | $14,329+493.1% | $12,624+573.2% |