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 8-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 | $92,174 | $159,602-42.2% | $150,045-38.6% | $142,382-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.86% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,651 | $4,961-26.4% | $4,693-22.2% | $4,299-15.1% |
| Participant deferral / active EE | $10,840 | $8,310+30.4% | $7,997+35.5% | $6,507+66.6% |
| Admin fee / account holder | $3,205 | $14,846-78.4% | $13,435-76.1% | $12,624-74.6% |