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 7-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 | $82,019 | $159,602-48.6% | $150,045-45.3% | $142,382-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.98% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,556 | $4,961+12.0% | $4,693+18.4% | $4,299+29.2% |
| Participant deferral / active EE | $11,924 | $8,310+43.5% | $7,997+49.1% | $6,507+83.2% |
| Admin fee / account holder | $2,613 | $14,846-82.4% | $13,435-80.6% | $12,624-79.3% |