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 | $82,710 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,620 | $4,961+13.3% | $4,693+19.8% | $4,299+30.7% |
| Participant deferral / active EE | $11,911 | $8,310+43.3% | $7,997+48.9% | $6,507+83.0% |
| Admin fee / account holder | $14,481 | $14,846-2.5% | $13,435+7.8% | $12,624+14.7% |