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 3-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 | $98,372 | $93,170+5.6% | $100,534-2.2% | $84,808+16.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 17.53% | 47.13%-29.6pp | 32.66%-15.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $23,870 | $3,985+499.0% | $4,346+449.2% | $2,631+807.2% |
| Participant deferral / active EE | $36,371 | $5,699+538.2% | $6,144+492.0% | $4,212+763.6% |
| Admin fee / account holder | $33,025 | $7,382+347.4% | $7,654+331.5% | $7,344+349.7% |