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 5-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 | $114,981 | $177,572-35.2% | $154,803-25.7% | $142,382-19.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.24% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,497 | $4,810+35.1% | $4,305+50.9% | $4,299+51.1% |
| Participant deferral / active EE | $11,750 | $6,272+87.4% | $5,540+112.1% | $6,507+80.6% |
| Admin fee / account holder | $953 | $16,786-94.3% | $14,329-93.4% | $12,624-92.5% |