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 4-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 | $100,309 | $177,572-43.5% | $154,803-35.2% | $142,382-29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,636 | $4,810-24.4% | $4,305-15.6% | $4,299-15.4% |
| Participant deferral / active EE | $7,610 | $6,272+21.3% | $5,540+37.3% | $6,507+16.9% |
| Admin fee / account holder | $3,278 | $16,786-80.5% | $14,329-77.1% | $12,624-74.0% |