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 | $95,074 | $177,572-46.5% | $154,803-38.6% | $142,382-33.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.32% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $14,543 | $4,810+202.3% | $4,305+237.8% | $4,299+238.3% |
| Participant deferral / active EE | $13,078 | $6,272+108.5% | $5,540+136.0% | $6,507+101.0% |
| Admin fee / account holder | $11,842 | $16,786-29.5% | $14,329-17.4% | $12,624-6.2% |