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 6-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 | $104,537 | $159,602-34.5% | $150,045-30.3% | $142,382-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.11% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,342 | $4,961-32.6% | $4,693-28.8% | $4,299-22.3% |
| Participant deferral / active EE | $8,799 | $8,310+5.9% | $7,997+10.0% | $6,507+35.2% |
| Admin fee / account holder | $2,190 | $14,846-85.2% | $13,435-83.7% | $12,624-82.7% |