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 | $78,247 | $177,572-55.9% | $154,803-49.5% | $142,382-45.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.87% | 65.07%-35.2pp | 58.88%-29.0pp | 217.08%-187.2pp |
| Employer contribution / active EE | $2,529 | $4,810-47.4% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $5,693 | $6,272-9.2% | $5,540+2.8% | $6,507-12.5% |
| Admin fee / account holder | $10,028 | $16,786-40.3% | $14,329-30.0% | $12,624-20.6% |