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 8-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 | $72,995 | $159,602-54.3% | $150,045-51.4% | $142,382-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.44% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $18,746 | $4,961+277.9% | $4,693+299.4% | $4,299+336.0% |
| Participant deferral / active EE | $22,732 | $8,310+173.5% | $7,997+184.3% | $6,507+249.3% |
| Admin fee / account holder | $34,643 | $14,846+133.3% | $13,435+157.9% | $12,624+174.4% |