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 | $96,522 | $159,602-39.5% | $150,045-35.7% | $142,382-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 57.55% | 70.24%-12.7pp | 62.55%-5.0pp | 217.08%-159.5pp |
| Employer contribution / active EE | $2,727 | $4,961-45.0% | $4,693-41.9% | $4,299-36.6% |
| Participant deferral / active EE | $7,304 | $8,310-12.1% | $7,997-8.7% | $6,507+12.2% |
| Admin fee / account holder | $1,548 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |