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 | $80,697 | $114,381-29.4% | $107,525-25.0% | $142,382-43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.82% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,558 | $4,015-11.4% | $3,754-5.2% | $4,299-17.2% |
| Participant deferral / active EE | $16,477 | $5,564+196.1% | $5,116+222.1% | $6,507+153.2% |
| Admin fee / account holder | $530 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |