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 10-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 | $87,502 | $159,602-45.2% | $150,045-41.7% | $142,382-38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.55% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,309 | $4,961+7.0% | $4,693+13.1% | $4,299+23.5% |
| Participant deferral / active EE | $6,140 | $8,310-26.1% | $7,997-23.2% | $6,507-5.6% |
| Admin fee / account holder | $54,736 | $14,846+268.7% | $13,435+307.4% | $12,624+333.6% |