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 10-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 | $83,124 | $159,602-47.9% | $150,045-44.6% | $142,382-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.98% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $4,431 | $4,961-10.7% | $4,693-5.6% | $4,299+3.1% |
| Participant deferral / active EE | $7,892 | $8,310-5.0% | $7,997-1.3% | $6,507+21.3% |
| Admin fee / account holder | $2,802 | $14,846-81.1% | $13,435-79.1% | $12,624-77.8% |