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 4-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 | $105,114 | $183,519-42.7% | $155,509-32.4% | $145,922-28.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.20% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,106 | $5,313-60.4% | $4,672-54.9% | $4,660-54.8% |
| Participant deferral / active EE | $9,755 | $6,462+50.9% | $5,626+73.4% | $6,688+45.9% |
| Admin fee / account holder | $1,421 | $19,313-92.6% | $15,912-91.1% | $13,397-89.4% |