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 4-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 | $100,732 | $214,378-53.0% | $200,582-49.8% | $142,382-29.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.46% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,206 | $6,841-53.1% | $6,419-50.1% | $4,299-25.4% |
| Participant deferral / active EE | $9,641 | $9,865-2.3% | $9,331+3.3% | $6,507+48.2% |
| Admin fee / account holder | $19,564 | $17,692+10.6% | $16,305+20.0% | $12,624+55.0% |