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 | $100,369 | $117,983-14.9% | $101,794-1.4% | $142,382-29.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 28.45% | 36.92%-8.5pp | 30.53%-2.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $4,313 | $2,773+55.6% | $2,289+88.4% | $4,299+0.3% |
| Participant deferral / active EE | $9,653 | $4,714+104.8% | $4,084+136.3% | $6,507+48.3% |
| Admin fee / account holder | $6,562 | $10,433-37.1% | $8,777-25.2% | $12,624-48.0% |