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 10-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 | $99,370 | $148,534-33.1% | $135,903-26.9% | $139,434-28.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.23% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $7,431 | $5,243+41.7% | $4,856+53.0% | $4,751+56.4% |
| Participant deferral / active EE | $4,213 | $8,100-48.0% | $7,758-45.7% | $6,710-37.2% |
| Admin fee / account holder | $1,236 | $12,400-90.0% | $10,762-88.5% | $11,403-89.2% |