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 | $119,572 | $165,984-28.0% | $164,813-27.4% | $145,922-18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.13% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,499 | $5,273-52.6% | $4,341-42.4% | $4,660-46.4% |
| Participant deferral / active EE | $3,960 | $6,959-43.1% | $6,031-34.3% | $6,688-40.8% |
| Admin fee / account holder | $9,145 | $16,648-45.1% | $12,690-27.9% | $13,397-31.7% |