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 4-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 | $93,563 | $159,602-41.4% | $150,045-37.6% | $142,382-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.88% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,752 | $4,961-24.4% | $4,693-20.1% | $4,299-12.7% |
| Participant deferral / active EE | $2,997 | $8,310-63.9% | $7,997-62.5% | $6,507-54.0% |
| Admin fee / account holder | $31,878 | $14,846+114.7% | $13,435+137.3% | $12,624+152.5% |