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 6-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 | $106,604 | $201,272-47.0% | $184,203-42.1% | $145,922-26.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.65% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,351 | $7,022+18.9% | $6,427+29.9% | $4,660+79.2% |
| Participant deferral / active EE | $7,411 | $9,806-24.4% | $9,131-18.8% | $6,688+10.8% |
| Admin fee / account holder | $5,338 | $16,364-67.4% | $13,901-61.6% | $13,397-60.2% |