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 | $80,072 | $159,602-49.8% | $150,045-46.6% | $142,382-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,849 | $4,961+159.0% | $4,693+173.8% | $4,299+198.9% |
| Participant deferral / active EE | $8,620 | $8,310+3.7% | $7,997+7.8% | $6,507+32.5% |
| Admin fee / account holder | $10,862 | $14,846-26.8% | $13,435-19.1% | $12,624-14.0% |