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 | $91,017 | $152,587-40.4% | $125,175-27.3% | $152,861-40.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.80% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,165 | $4,946+4.4% | $3,865+33.6% | $4,762+8.4% |
| Participant deferral / active EE | $11,868 | $5,868+102.2% | $4,937+140.4% | $5,850+102.9% |
| Admin fee / account holder | $14,238 | $13,434+6.0% | $9,702+46.8% | $11,596+22.8% |