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 | $94,125 | $159,602-41.0% | $150,045-37.3% | $142,382-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.20% | 70.24%-49.0pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,760 | $4,961-24.2% | $4,693-19.9% | $4,299-12.5% |
| Participant deferral / active EE | $9,433 | $8,310+13.5% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $1,784 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |