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 | $114,791 | $217,402-47.2% | $185,823-38.2% | $167,490-31.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.86% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $5,067 | $5,873-13.7% | $5,167-1.9% | $4,837+4.7% |
| Participant deferral / active EE | $4,719 | $6,356-25.8% | $5,568-15.3% | $6,341-25.6% |
| Admin fee / account holder | $745 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |