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 | $91,955 | $159,602-42.4% | $150,045-38.7% | $142,382-35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.67% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,436 | $4,961-10.6% | $4,693-5.5% | $4,299+3.2% |
| Participant deferral / active EE | $15,169 | $8,310+82.5% | $7,997+89.7% | $6,507+133.1% |
| Admin fee / account holder | $4,248 | $14,846-71.4% | $13,435-68.4% | $12,624-66.4% |