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 | $117,767 | $159,602-26.2% | $150,045-21.5% | $142,382-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.32% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $19,613 | $4,961+295.4% | $4,693+317.9% | $4,299+356.2% |
| Participant deferral / active EE | $14,959 | $8,310+80.0% | $7,997+87.1% | $6,507+129.9% |
| Admin fee / account holder | $21,547 | $14,846+45.1% | $13,435+60.4% | $12,624+70.7% |