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 5-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 | $101,877 | $109,413-6.9% | $156,263-34.8% | $84,808+20.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.99% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,959 | $2,907-32.6% | $4,333-54.8% | $2,631-25.5% |
| Participant deferral / active EE | $4,769 | $4,590+3.9% | $6,158-22.6% | $4,212+13.2% |
| Admin fee / account holder | $4,846 | $9,357-48.2% | $14,255-66.0% | $7,344-34.0% |