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 | $86,974 | $159,602-45.5% | $150,045-42.0% | $142,382-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,375 | $4,961-52.1% | $4,693-49.4% | $4,299-44.7% |
| Participant deferral / active EE | $6,488 | $8,310-21.9% | $7,997-18.9% | $6,507-0.3% |
| Admin fee / account holder | $2,908 | $14,846-80.4% | $13,435-78.4% | $12,624-77.0% |