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 | $116,167 | $159,602-27.2% | $150,045-22.6% | $142,382-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.94% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $13,521 | $4,961+172.6% | $4,693+188.1% | $4,299+214.5% |
| Participant deferral / active EE | $7,547 | $8,310-9.2% | $7,997-5.6% | $6,507+16.0% |
| Admin fee / account holder | $9,436 | $14,846-36.4% | $13,435-29.8% | $12,624-25.3% |