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 | $99,685 | $159,602-37.5% | $150,045-33.6% | $142,382-30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.39% | 70.24%-53.8pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,161 | $4,961+4.0% | $4,693+10.0% | $4,299+20.0% |
| Participant deferral / active EE | $10,814 | $8,310+30.1% | $7,997+35.2% | $6,507+66.2% |
| Admin fee / account holder | $5,428 | $14,846-63.4% | $13,435-59.6% | $12,624-57.0% |