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 | $92,245 | $100,773-8.5% | $88,946+3.7% | $142,382-35.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.18% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,017 | $2,918+3.4% | $2,555+18.1% | $4,299-29.8% |
| Participant deferral / active EE | $5,486 | $5,230+4.9% | $4,581+19.7% | $6,507-15.7% |
| Admin fee / account holder | $27,955 | $9,693+188.4% | $8,261+238.4% | $12,624+121.5% |