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 | $107,468 | $133,922-19.8% | $116,228-7.5% | $142,382-24.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.45% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,821 | $3,446+156.0% | $2,994+194.6% | $4,299+105.2% |
| Participant deferral / active EE | $13,513 | $5,672+138.2% | $4,953+172.8% | $6,507+107.7% |
| Admin fee / account holder | $4,241 | $14,945-71.6% | $11,989-64.6% | $12,624-66.4% |