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 | $101,926 | $183,519-44.5% | $155,509-34.5% | $145,922-30.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.07% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,404 | $5,313+77.0% | $4,672+101.3% | $4,660+101.8% |
| Participant deferral / active EE | $9,539 | $6,462+47.6% | $5,626+69.5% | $6,688+42.6% |
| Admin fee / account holder | $2,247 | $19,313-88.4% | $15,912-85.9% | $13,397-83.2% |