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 8-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 | $115,842 | $159,602-27.4% | $150,045-22.8% | $142,382-18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,083 | $4,961+42.8% | $4,693+50.9% | $4,299+64.7% |
| Participant deferral / active EE | $16,692 | $8,310+100.9% | $7,997+108.7% | $6,507+156.5% |
| Admin fee / account holder | $50,653 | $14,846+241.2% | $13,435+277.0% | $12,624+301.3% |