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 | $106,407 | $148,534-28.4% | $135,903-21.7% | $139,434-23.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.04% | 79.19%-45.2pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | $32,606 | $5,243+521.9% | $4,856+571.4% | $4,751+586.3% |
| Participant deferral / active EE | $30,409 | $8,100+275.4% | $7,758+292.0% | $6,710+353.2% |
| Admin fee / account holder | $18,410 | $12,400+48.5% | $10,762+71.1% | $11,403+61.5% |