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 | $67,291 | $107,452-37.4% | $91,541-26.5% | $142,382-52.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.29% | 22.06%-6.8pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,485 | $2,994+83.2% | $2,505+119.0% | $4,299+27.6% |
| Participant deferral / active EE | $3,658 | $4,754-23.1% | $4,008-8.7% | $6,507-43.8% |
| Admin fee / account holder | $5,853 | $8,834-33.7% | $6,956-15.9% | $12,624-53.6% |