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 | $95,023 | $114,381-16.9% | $107,525-11.6% | $142,382-33.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.80% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,812 | $4,015-5.0% | $3,754+1.6% | $4,299-11.3% |
| Participant deferral / active EE | $5,697 | $5,564+2.4% | $5,116+11.4% | $6,507-12.5% |
| Admin fee / account holder | $8,971 | $9,860-9.0% | $8,919+0.6% | $12,624-28.9% |