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 4-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 | $90,615 | $177,572-49.0% | $154,803-41.5% | $142,382-36.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,274 | $4,810+30.4% | $4,305+45.7% | $4,299+45.9% |
| Participant deferral / active EE | $2,805 | $6,272-55.3% | $5,540-49.4% | $6,507-56.9% |
| Admin fee / account holder | $9,206 | $16,786-45.2% | $14,329-35.8% | $12,624-27.1% |