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 | $100,342 | $214,378-53.2% | $200,582-50.0% | $142,382-29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.26% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,377 | $6,841+7.8% | $6,419+14.9% | $4,299+71.6% |
| Participant deferral / active EE | $19,800 | $9,865+100.7% | $9,331+112.2% | $6,507+204.3% |
| Admin fee / account holder | $41,474 | $17,692+134.4% | $16,305+154.4% | $12,624+228.5% |