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 | $100,154 | $177,572-43.6% | $154,803-35.3% | $142,382-29.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.55% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,292 | $4,810+51.6% | $4,305+69.4% | $4,299+69.6% |
| Participant deferral / active EE | $5,252 | $6,272-16.3% | $5,540-5.2% | $6,507-19.3% |
| Admin fee / account holder | $2,304 | $16,786-86.3% | $14,329-83.9% | $12,624-81.7% |