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 | $83,782 | $159,602-47.5% | $150,045-44.2% | $142,382-41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.90% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $5,866 | $4,961+18.3% | $4,693+25.0% | $4,299+36.5% |
| Participant deferral / active EE | $16,133 | $8,310+94.1% | $7,997+101.7% | $6,507+147.9% |
| Admin fee / account holder | $7,939 | $14,846-46.5% | $13,435-40.9% | $12,624-37.1% |