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 | $80,791 | $177,572-54.5% | $154,803-47.8% | $142,382-43.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.61% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,203 | $4,810-12.6% | $4,305-2.4% | $4,299-2.2% |
| Participant deferral / active EE | $7,733 | $6,272+23.3% | $5,540+39.6% | $6,507+18.8% |
| Admin fee / account holder | $37,605 | $16,786+124.0% | $14,329+162.4% | $12,624+197.9% |