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 | $87,453 | $201,272-56.6% | $184,203-52.5% | $145,922-40.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 29.00%-10.8pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $5,516 | $7,022-21.4% | $6,427-14.2% | $4,660+18.4% |
| Participant deferral / active EE | $31,688 | $9,806+223.1% | $9,131+247.0% | $6,688+373.8% |
| Admin fee / account holder | $30,886 | $16,364+88.7% | $13,901+122.2% | $13,397+130.5% |