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 10-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 | $69,701 | $105,931-34.2% | $81,930-14.9% | $158,922-56.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.72% | 38.17%-26.5pp | 29.49%-17.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $6,153 | $7,800-21.1% | $4,310+42.8% | $4,761+29.2% |
| Participant deferral / active EE | $11,390 | $13,003-12.4% | $7,107+60.3% | $5,982+90.4% |
| Admin fee / account holder | $34,374 | $8,489+304.9% | $5,158+566.4% | $11,246+205.7% |