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 8-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 | $107,615 | $148,534-27.5% | $135,903-20.8% | $139,434-22.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.40% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,351 | $5,243-17.0% | $4,856-10.4% | $4,751-8.4% |
| Participant deferral / active EE | $8,747 | $8,100+8.0% | $7,758+12.7% | $6,710+30.3% |
| Admin fee / account holder | $910 | $12,400-92.7% | $10,762-91.5% | $11,403-92.0% |