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 8-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 | $93,147 | $183,519-49.2% | $155,509-40.1% | $145,922-36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,860 | $5,313-46.2% | $4,672-38.8% | $4,660-38.6% |
| Participant deferral / active EE | $8,708 | $6,462+34.7% | $5,626+54.8% | $6,688+30.2% |
| Admin fee / account holder | $1,430 | $19,313-92.6% | $15,912-91.0% | $13,397-89.3% |