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 3-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 | $119,182 | $159,602-25.3% | $150,045-20.6% | $142,382-16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.83% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,104 | $4,961+63.4% | $4,693+72.7% | $4,299+88.5% |
| Participant deferral / active EE | $13,210 | $8,310+59.0% | $7,997+65.2% | $6,507+103.0% |
| Admin fee / account holder | $2,276 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |