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 4-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 | $108,835 | $201,272-45.9% | $184,203-40.9% | $145,922-25.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 29.00%-7.4pp | 28.81%-7.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $9,608 | $7,022+36.8% | $6,427+49.5% | $4,660+106.2% |
| Participant deferral / active EE | $11,140 | $9,806+13.6% | $9,131+22.0% | $6,688+66.6% |
| Admin fee / account holder | $57,025 | $16,364+248.5% | $13,901+310.2% | $13,397+325.7% |