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 9-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 | $117,228 | $228,332-48.7% | $185,823-36.9% | $158,922-26.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.70% | 40.80%-28.1pp | 35.95%-23.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,743 | $4,967-4.5% | $4,087+16.0% | $4,761-0.4% |
| Participant deferral / active EE | $9,574 | $6,415+49.3% | $5,632+70.0% | $5,982+60.0% |
| Admin fee / account holder | $820 | $11,864-93.1% | $9,500-91.4% | $11,246-92.7% |