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 | $83,709 | $89,753-6.7% | $107,525-22.1% | $84,808-1.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.78% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,622 | $3,113+112.7% | $3,754+76.4% | $2,631+151.7% |
| Participant deferral / active EE | $8,305 | $4,056+104.7% | $5,116+62.3% | $4,212+97.2% |
| Admin fee / account holder | $9,923 | $7,222+37.4% | $8,919+11.3% | $7,344+35.1% |