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 10-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 | $108,357 | $149,734-27.6% | $118,925-8.9% | $158,922-31.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.01% | 19.95%+0.1pp | 35.88%-15.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,889 | $4,115-5.5% | $3,263+19.2% | $4,761-18.3% |
| Participant deferral / active EE | $6,231 | $5,223+19.3% | $4,265+46.1% | $5,982+4.2% |
| Admin fee / account holder | $463 | $8,603-94.6% | $6,581-93.0% | $11,246-95.9% |