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 | $98,941 | $179,726-44.9% | $156,263-36.7% | $142,382-30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.66% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $20,602 | $5,069+306.4% | $4,333+375.5% | $4,299+379.2% |
| Participant deferral / active EE | $20,902 | $6,956+200.5% | $6,158+239.4% | $6,507+221.2% |
| Admin fee / account holder | $509 | $17,272-97.1% | $14,255-96.4% | $12,624-96.0% |