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 7-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 | $114,417 | $104,974+9.0% | $95,585+19.7% | $142,382-19.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.99% | 210.33%-191.3pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $994 | $2,779-64.2% | $2,527-60.6% | $4,299-76.9% |
| Participant deferral / active EE | $15,625 | $4,352+259.0% | $4,023+288.4% | $6,507+140.1% |
| Admin fee / account holder | $17,310 | $6,386+171.1% | $6,127+182.5% | $12,624+37.1% |