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 | $127,740 | $159,602-20.0% | $150,045-14.9% | $142,382-10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,131 | $4,961+43.7% | $4,693+51.9% | $4,299+65.9% |
| Participant deferral / active EE | $11,566 | $8,310+39.2% | $7,997+44.6% | $6,507+77.7% |
| Admin fee / account holder | $13,814 | $14,846-7.0% | $13,435+2.8% | $12,624+9.4% |