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 | $76,078 | $214,378-64.5% | $200,582-62.1% | $142,382-46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.71% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,037 | $6,841+105.2% | $6,419+118.7% | $4,299+226.5% |
| Participant deferral / active EE | $9,911 | $9,865+0.5% | $9,331+6.2% | $6,507+52.3% |
| Admin fee / account holder | $1,720 | $17,692-90.3% | $16,305-89.5% | $12,624-86.4% |