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 4-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 | $90,005 | $114,381-21.3% | $107,525-16.3% | $142,382-36.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 138.20% | 242.71%-104.5pp | 181.32%-43.1pp | 217.08%-78.9pp |
| Employer contribution / active EE | $3,698 | $4,015-7.9% | $3,754-1.5% | $4,299-14.0% |
| Participant deferral / active EE | $10,951 | $5,564+96.8% | $5,116+114.1% | $6,507+68.3% |
| Admin fee / account holder | $1,178 | $9,860-88.1% | $8,919-86.8% | $12,624-90.7% |