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 | $113,154 | $159,602-29.1% | $150,045-24.6% | $142,382-20.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.08% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $13,861 | $4,961+179.4% | $4,693+195.4% | $4,299+222.4% |
| Participant deferral / active EE | $8,821 | $8,310+6.1% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $1,659 | $14,846-88.8% | $13,435-87.7% | $12,624-86.9% |