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 | $117,508 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.51% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,523 | $4,961-49.1% | $4,693-46.3% | $4,299-41.3% |
| Participant deferral / active EE | $7,532 | $8,310-9.4% | $7,997-5.8% | $6,507+15.7% |
| Admin fee / account holder | $723 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |