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 5-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 | $88,521 | $159,602-44.5% | $150,045-41.0% | $142,382-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.08% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,261 | $4,961+6.1% | $4,693+12.1% | $4,299+22.4% |
| Participant deferral / active EE | $11,664 | $8,310+40.4% | $7,997+45.8% | $6,507+79.2% |
| Admin fee / account holder | $629 | $14,846-95.8% | $13,435-95.3% | $12,624-95.0% |