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 4-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 | $115,464 | $168,632-31.5% | $147,614-21.8% | $125,391-7.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.75% | 77.65%-76.9pp | 61.98%-61.2pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,880 | $6,252-37.9% | $5,564-30.3% | $4,866-20.3% |
| Participant deferral / active EE | $4,817 | $5,507-12.5% | $4,895-1.6% | $5,352-10.0% |
| Admin fee / account holder | $11,442 | $13,580-15.7% | $11,611-1.5% | $9,540+19.9% |