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 | $117,585 | $176,812-33.5% | $146,665-19.8% | $167,490-29.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,177 | $5,160+0.3% | $4,136+25.2% | $4,837+7.0% |
| Participant deferral / active EE | $12,927 | $6,440+100.7% | $5,506+134.8% | $6,341+103.9% |
| Admin fee / account holder | $635 | $13,259-95.2% | $10,280-93.8% | $12,309-94.8% |