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 7-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 | $85,346 | $127,065-32.8% | $113,168-24.6% | $142,382-40.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 30.60% | 24.03%+6.6pp | 24.27%+6.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $4,567 | $3,442+32.7% | $2,975+53.5% | $4,299+6.2% |
| Participant deferral / active EE | $6,851 | $5,716+19.8% | $5,107+34.1% | $6,507+5.3% |
| Admin fee / account holder | $344 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |