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 | $97,030 | $201,272-51.8% | $184,203-47.3% | $145,922-33.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $6,027 | $7,022-14.2% | $6,427-6.2% | $4,660+29.3% |
| Participant deferral / active EE | $3,872 | $9,806-60.5% | $9,131-57.6% | $6,688-42.1% |
| Admin fee / account holder | $1,268 | $16,364-92.3% | $13,901-90.9% | $13,397-90.5% |