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 | $81,416 | $159,602-49.0% | $150,045-45.7% | $142,382-42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.02% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,230 | $4,961-14.7% | $4,693-9.9% | $4,299-1.6% |
| Participant deferral / active EE | $23,500 | $8,310+182.8% | $7,997+193.9% | $6,507+261.1% |
| Admin fee / account holder | $13,985 | $14,846-5.8% | $13,435+4.1% | $12,624+10.8% |