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 | $101,315 | $159,602-36.5% | $150,045-32.5% | $142,382-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.38% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,706 | $4,961-5.1% | $4,693+0.3% | $4,299+9.5% |
| Participant deferral / active EE | $14,498 | $8,310+74.5% | $7,997+81.3% | $6,507+122.8% |
| Admin fee / account holder | $22,262 | $14,846+49.9% | $13,435+65.7% | $12,624+76.4% |