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 | $112,033 | $177,572-36.9% | $154,803-27.6% | $142,382-21.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 65.41% | 65.07%+0.3pp | 58.88%+6.5pp | 217.08%-151.7pp |
| Employer contribution / active EE | $5,926 | $4,810+23.2% | $4,305+37.6% | $4,299+37.8% |
| Participant deferral / active EE | $5,397 | $6,272-13.9% | $5,540-2.6% | $6,507-17.1% |
| Admin fee / account holder | $1,277 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |