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 | $96,524 | $102,616-5.9% | $81,983+17.7% | $158,922-39.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.46% | 61.04%-41.6pp | 41.31%-21.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,216 | $3,240-31.6% | $2,498-11.3% | $4,761-53.5% |
| Participant deferral / active EE | $2,573 | $4,648-44.6% | $3,722-30.9% | $5,982-57.0% |
| Admin fee / account holder | $1,744 | $8,235-78.8% | $5,664-69.2% | $11,246-84.5% |