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 6-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 | $114,136 | $159,602-28.5% | $150,045-23.9% | $142,382-19.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.30% | 70.24%-37.9pp | 62.55%-30.2pp | 217.08%-184.8pp |
| Employer contribution / active EE | $17,610 | $4,961+255.0% | $4,693+275.2% | $4,299+309.6% |
| Participant deferral / active EE | $13,511 | $8,310+62.6% | $7,997+69.0% | $6,507+107.6% |
| Admin fee / account holder | $4,875 | $14,846-67.2% | $13,435-63.7% | $12,624-61.4% |