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 | $134,020 | $214,378-37.5% | $200,582-33.2% | $142,382-5.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.91% | 46.41%-13.5pp | 42.33%-9.4pp | 217.08%-184.2pp |
| Employer contribution / active EE | $31,017 | $6,841+353.4% | $6,419+383.2% | $4,299+621.5% |
| Participant deferral / active EE | $22,562 | $9,865+128.7% | $9,331+141.8% | $6,507+246.7% |
| Admin fee / account holder | $1,116 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |