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 3-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 | $102,762 | $177,572-42.1% | $154,803-33.6% | $142,382-27.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,621 | $4,810-45.5% | $4,305-39.1% | $4,299-39.0% |
| Participant deferral / active EE | $10,640 | $6,272+69.7% | $5,540+92.0% | $6,507+63.5% |
| Admin fee / account holder | $1,215 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |