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 3-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 | $117,788 | $159,602-26.2% | $150,045-21.5% | $142,382-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,913 | $4,961-1.0% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $24,226 | $8,310+191.5% | $7,997+202.9% | $6,507+272.3% |
| Admin fee / account holder | $22,205 | $14,846+49.6% | $13,435+65.3% | $12,624+75.9% |