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 | $92,878 | $177,572-47.7% | $154,803-40.0% | $142,382-34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.16% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,265 | $4,810-52.9% | $4,305-47.4% | $4,299-47.3% |
| Participant deferral / active EE | $5,659 | $6,272-9.8% | $5,540+2.1% | $6,507-13.0% |
| Admin fee / account holder | $8,199 | $16,786-51.2% | $14,329-42.8% | $12,624-35.1% |