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 9-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 | $114,391 | $159,602-28.3% | $150,045-23.8% | $142,382-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,059 | $4,961-38.3% | $4,693-34.8% | $4,299-28.8% |
| Participant deferral / active EE | $7,582 | $8,310-8.8% | $7,997-5.2% | $6,507+16.5% |
| Admin fee / account holder | $16,413 | $14,846+10.5% | $13,435+22.2% | $12,624+30.0% |