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 | $122,993 | $185,822-33.8% | $169,993-27.6% | $139,434-11.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 66.62% | 60.50%+6.1pp | 53.37%+13.2pp | 372.94%-306.3pp |
| Employer contribution / active EE | $20,450 | $7,590+169.4% | $6,785+201.4% | $4,751+330.4% |
| Participant deferral / active EE | $17,176 | $11,622+47.8% | $10,408+65.0% | $6,710+156.0% |
| Admin fee / account holder | $1,023 | $15,381-93.4% | $12,815-92.0% | $11,403-91.0% |