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 | $88,819 | $177,572-50.0% | $154,803-42.6% | $142,382-37.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 46.57% | 65.07%-18.5pp | 58.88%-12.3pp | 217.08%-170.5pp |
| Employer contribution / active EE | $3,239 | $4,810-32.7% | $4,305-24.8% | $4,299-24.7% |
| Participant deferral / active EE | $8,874 | $6,272+41.5% | $5,540+60.2% | $6,507+36.4% |
| Admin fee / account holder | $1,962 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |