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 5-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 | $80,894 | $179,726-55.0% | $156,263-48.2% | $142,382-43.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.19% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,615 | $5,069-9.0% | $4,333+6.5% | $4,299+7.3% |
| Participant deferral / active EE | $8,158 | $6,956+17.3% | $6,158+32.5% | $6,507+25.4% |
| Admin fee / account holder | $9,317 | $17,272-46.1% | $14,255-34.6% | $12,624-26.2% |