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 7-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 | $88,013 | $159,602-44.9% | $150,045-41.3% | $142,382-38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.16% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,365 | $4,961-52.3% | $4,693-49.6% | $4,299-45.0% |
| Participant deferral / active EE | $6,941 | $8,310-16.5% | $7,997-13.2% | $6,507+6.7% |
| Admin fee / account holder | $1,747 | $14,846-88.2% | $13,435-87.0% | $12,624-86.2% |