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 | $111,526 | $201,272-44.6% | $184,203-39.5% | $145,922-23.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.71% | 29.00%-5.3pp | 28.81%-5.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $21,573 | $7,022+207.2% | $6,427+235.7% | $4,660+363.0% |
| Participant deferral / active EE | $22,994 | $9,806+134.5% | $9,131+151.8% | $6,688+243.8% |
| Admin fee / account holder | $18,028 | $16,364+10.2% | $13,901+29.7% | $13,397+34.6% |