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 | $74,091 | $159,602-53.6% | $150,045-50.6% | $142,382-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.39% | 70.24%-49.8pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,888 | $4,961-1.5% | $4,693+4.1% | $4,299+13.7% |
| Participant deferral / active EE | $9,228 | $8,310+11.0% | $7,997+15.4% | $6,507+41.8% |
| Admin fee / account holder | $7,966 | $14,846-46.3% | $13,435-40.7% | $12,624-36.9% |