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 | $88,324 | $159,602-44.7% | $150,045-41.1% | $142,382-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.90% | 70.24%-46.3pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $8,039 | $4,961+62.1% | $4,693+71.3% | $4,299+87.0% |
| Participant deferral / active EE | $17,842 | $8,310+114.7% | $7,997+123.1% | $6,507+174.2% |
| Admin fee / account holder | $4,923 | $14,846-66.8% | $13,435-63.4% | $12,624-61.0% |