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 | $87,878 | $159,602-44.9% | $150,045-41.4% | $142,382-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.47% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,533 | $4,961-48.9% | $4,693-46.0% | $4,299-41.1% |
| Participant deferral / active EE | $14,403 | $8,310+73.3% | $7,997+80.1% | $6,507+121.3% |
| Admin fee / account holder | $7,180 | $14,846-51.6% | $13,435-46.6% | $12,624-43.1% |