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 4-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 | $94,424 | $159,602-40.8% | $150,045-37.1% | $142,382-33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.82% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $10,674 | $4,961+115.2% | $4,693+127.4% | $4,299+148.3% |
| Participant deferral / active EE | $27,782 | $8,310+234.3% | $7,997+247.4% | $6,507+326.9% |
| Admin fee / account holder | $50,201 | $14,846+238.1% | $13,435+273.7% | $12,624+297.7% |