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 7-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 | $95,389 | $159,901-40.3% | $146,958-35.1% | $145,922-34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,605 | $5,286+6.0% | $4,933+13.6% | $4,660+20.3% |
| Participant deferral / active EE | $10,734 | $8,428+27.4% | $8,070+33.0% | $6,688+60.5% |
| Admin fee / account holder | $13,037 | $15,044-13.3% | $12,998+0.3% | $13,397-2.7% |