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 | $87,497 | $177,572-50.7% | $154,803-43.5% | $142,382-38.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.70% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,043 | $4,810-57.5% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $4,720 | $6,272-24.7% | $5,540-14.8% | $6,507-27.5% |
| Admin fee / account holder | $916 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |