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 7-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 | $94,134 | $148,534-36.6% | $135,903-30.7% | $139,434-32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.55% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $12,831 | $5,243+144.7% | $4,856+164.2% | $4,751+170.1% |
| Participant deferral / active EE | $17,797 | $8,100+119.7% | $7,758+129.4% | $6,710+165.2% |
| Admin fee / account holder | $39,545 | $12,400+218.9% | $10,762+267.4% | $11,403+246.8% |