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 4-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 | $76,165 | $177,572-57.1% | $154,803-50.8% | $142,382-46.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.94% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $16,168 | $4,810+236.1% | $4,305+275.5% | $4,299+276.1% |
| Participant deferral / active EE | $7,833 | $6,272+24.9% | $5,540+41.4% | $6,507+20.4% |
| Admin fee / account holder | $1,786 | $16,786-89.4% | $14,329-87.5% | $12,624-85.9% |