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 | $73,351 | $159,602-54.0% | $150,045-51.1% | $142,382-48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.31% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,694 | $4,961-45.7% | $4,693-42.6% | $4,299-37.3% |
| Participant deferral / active EE | $12,399 | $8,310+49.2% | $7,997+55.0% | $6,507+90.5% |
| Admin fee / account holder | $3,374 | $14,846-77.3% | $13,435-74.9% | $12,624-73.3% |