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 | $101,282 | $179,726-43.6% | $156,263-35.2% | $142,382-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.67% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,562 | $5,069-49.5% | $4,333-40.9% | $4,299-40.4% |
| Participant deferral / active EE | $7,810 | $6,956+12.3% | $6,158+26.8% | $6,507+20.0% |
| Admin fee / account holder | $1,786 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |