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 | $115,621 | $201,272-42.6% | $184,203-37.2% | $145,922-20.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.40% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,903 | $7,022+12.6% | $6,427+23.0% | $4,660+69.6% |
| Participant deferral / active EE | $21,699 | $9,806+121.3% | $9,131+137.6% | $6,688+224.5% |
| Admin fee / account holder | $16,806 | $16,364+2.7% | $13,901+20.9% | $13,397+25.4% |