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 5-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 | $78,483 | $159,602-50.8% | $150,045-47.7% | $142,382-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.55% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,902 | $4,961+19.0% | $4,693+25.8% | $4,299+37.3% |
| Participant deferral / active EE | $7,880 | $8,310-5.2% | $7,997-1.5% | $6,507+21.1% |
| Admin fee / account holder | $525 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |