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 | $84,229 | $159,602-47.2% | $150,045-43.9% | $142,382-40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.31% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,132 | $4,961-77.2% | $4,693-75.9% | $4,299-73.7% |
| Participant deferral / active EE | $7,343 | $8,310-11.6% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $33,676 | $14,846+126.8% | $13,435+150.7% | $12,624+166.8% |