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 6-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 | $101,832 | $197,591-48.5% | $177,821-42.7% | $158,922-35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.34% | 58.76%-44.4pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,239 | $6,697-51.6% | $5,918-45.3% | $4,761-32.0% |
| Participant deferral / active EE | $7,015 | $8,405-16.5% | $7,714-9.1% | $5,982+17.3% |
| Admin fee / account holder | $14,277 | $15,399-7.3% | $12,427+14.9% | $11,246+27.0% |